CFA Level 3 | PWM: After-tax Post-Liquidation Return
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CFA Level 3
Topic: Private Wealth Management
Reading: Topics in Private Wealth Management
If the investor sells all holdings in the portfolio at the end of the investment horizon, then the after-tax post-liquidation return is the relevant measure. In this video, I will show two examples, one where the embedded capital gains is given, and the other where the tax basis is given.
Watch video CFA Level 3 | PWM: After-tax Post-Liquidation Return online without registration, duration hours minute second in high quality. This video was added by user Fabian Moa, CFA, FRM, CTP, FMVA 25 August 2023, don't forget to share it with your friends and acquaintances, it has been viewed on our site 3,17 once and liked it 3 people.