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Partnership Allocations and Their Effects on Tax-Aware Fund Investors

Nathan Sosner, Philip Balzafiore and Zhenduo Du
The Journal of Wealth Management Summer 2018, 21 (1) 8-17; DOI: https://doi.org/10.3905/jwm.2018.21.1.008
Nathan Sosner
is a managing director at AQR Capital Management in Greenwich
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Philip Balzafiore
is a managing director at AQR Capital Management in Greenwich
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Zhenduo Du
is an associate at AQR Capital Management in Greenwich
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Article Information

vol. 21 no. 1 8-17
DOI 
https://doi.org/10.3905/jwm.2018.21.1.008

Published By 
Pageant Media Ltd
Print ISSN 
1534-7524
Online ISSN 
2374-1368
History 
  • Published online April 30, 2018.

Copyright & Usage 
© 2018 Pageant Media Ltd

Author Information

  1. Nathan Sosner
    1. is a managing director at AQR Capital Management in Greenwich. (nathan.sosner{at}aqr.com)
  2. Philip Balzafiore
    1. is a managing director at AQR Capital Management in Greenwich. (philip.balzafiore{at}aqr.com)
  3. Zhenduo Du
    1. is an associate at AQR Capital Management in Greenwich. (zhenduo.du{at}aqr.com)
  1. To order reprints of this article, please contact David Rowe at drowe{at}iijournals.com or 212-224-3045.
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Vol. 21, Issue 1
Summer 2018
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Partnership Allocations and Their Effects on Tax-Aware Fund Investors
Nathan Sosner, Philip Balzafiore, Zhenduo Du
The Journal of Wealth Management Apr 2018, 21 (1) 8-17; DOI: 10.3905/jwm.2018.21.1.008

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Partnership Allocations and Their Effects on Tax-Aware Fund Investors
Nathan Sosner, Philip Balzafiore, Zhenduo Du
The Journal of Wealth Management Apr 2018, 21 (1) 8-17; DOI: 10.3905/jwm.2018.21.1.008
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  • Article
    • Abstract
    • RULES GOVERNING GAIN AND LOSS ALLOCATIONS AND LOSS DEDUCTIBILITY
    • CALCULATION OF PARTNERSHIP ALLOCATIONS WITH MULTIPLE PARTNERS
    • CONCLUSION
    • ENDNOTES
    • REFERENCES
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  • PDF (Subscribers Only)

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