Circular 230 Disclaimer & Other Disclosures

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s) addressed herein.

This blog is personal, reflects my own views and not the views of my employer, and has not be reviewed by my employer for completeness or accuracy.

About Taxation of Investment Products

Thank you for visiting Taxation of Investment Products. 

This site is a collection of information I have gathered from publicly available sources.  

Taxation of Investment Products is a discussion of tax issues relating to SubChapter M of the Internal Revenue Code, including regulated investment companies, business development companies, unit investments trusts, real estate investment trusts, exchange traded funds as well as related issues such as hedge funds, exchange traded notes, and derivative securities

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