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Private Wealth Daily
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Kitces — Nerd's Eye View

In network coverage since August 31, 2026 · 5 stories
Network coverage
Products & portfolios

IRS makes one Section 351 ETF swap taxable, lists others for review

Revenue Ruling 2026-20 makes a specific authorized-participant exchange taxable, while Notice 2026-62 names box-spread and dividend-rotation ETFs as concerns.
Tax & estate planning · Sep 30A 0.5%-of-AGI charitable deduction floor takes effect in 2026, and bunching offsets it
Succession & selling a firm · Sep 21Aggregator equity turns a sale into a bet on someone else's roll-up
Practice management · Sep 17Ask what the decision solved before you call it a mistake
Practice management · Aug 31Tax planning's liability line is the new competitive front
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