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Wednesday, September 30, 2026The Morning Brief →Sign in
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Treasury

In PWD coverage since August 20, 2026 · 8 stories
PWD coverage
portfolio

IRS ruling targets ETF conversions used to realign appreciated portfolios

The revenue ruling says a prearranged conversion that quickly and materially changes a portfolio can be recharacterized, leaving the holding period and the size of the shift open.
Allocators · Sep 23A revocation blueprint is a governance test before a political one
energy · Sep 22RMI's 30% battery forecast is a 2024 number in 2026 clothes
passive · Sep 15The 5% ten-year is a duration call an income overlay cannot make
book · Sep 11OZ 2.0 is a scheduling problem dressed as a tax break
practice · Sep 1TrumpIRA.gov is live. Advisors should learn the match mechanics
advisers · Aug 28For retirement advisers, digital tools can't replace the human moment
the_wrap · Aug 20The rulebook is being written in Abu Dhabi, Paris, and Hong Kong
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