Tax Legislation - What You Need to Know About FIFO

Tax Reform Bill: What Investors Need to Know

As the tax reform bill moves forward on Capitol Hill, investors are digging into the details. What are the potential consequences of a FIFO mandate and how can investors position their portfolios for the new environment?

Parametric can help bring clarity to this important investment challenge. Our experts have decades of experience in the science of systematic tax management and we are watching closely as the 2017 tax-reform process unfolds.

Explore recent insights and opinions from our team of specialists.

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WEBINAR REPLAY

How prepared are you for FIFO?

Tuesday, December 5

The tax reform bill has passed the Senate, hear from Parametric’s CEO and CIO to learn how we’ve been preparing for the FIFO mandate and what advisors can do to prepare in 2017.

 

FIFO FAQs: Understanding changes to calculating capital gains tax

November 21 – We tackle key questions about the pending change in accounting methodology for calculating capital gains tax, including which investment vehicles would be most heavily impacted.



COMMENTARY

Quick take:
What’s the status of the tax-reform bill?

November 15 – Find out where the proposed tax bills stand currently, and see what Parametric thinks about the potential implications.


BLOG

Capital gains tax reform: What you need to know about the FIFO change

November 15 – Paul Bouchey, CFA, Chief Investment Officer at Parametric, blogs about what we know, why it’s happening and what it means for investors.


RESEARCH BRIEF

FIFO accounting:
What happens to tax-loss harvesting?

November 30 – Take an in-depth look at the opportunity for tax alpha under FIFO, and see how we’re preparing to navigate tax-code changes.


WHITEPAPER

Timely thinking from Eaton Vance: What’s in the tax-reform bill?

November 21 – Our partners at Eaton Vance identify noteworthy points in the tax-reform bill, and run down a list of winners and losers under the proposed changes.


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