""Deferring Capital Gains"" — Epstein Files Search

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4 results for “"Deferring Capital Gains"”

EFTA01091832Set 9

2004-11-1967p15,221w

margin calls by hedging downside risk - avoids death spiral • Retain some upside exposure •

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Defer

capital

gains

tax • Issues to consider - advance rate - drawdowns - interest rate - interest deductibility • Section

https://www.justice.gov/epstein/files/DataSet%209/EFTA01091832.pdf

EFTA00506026Set 9

basis single stock position and actively manage investments, while offering the opportunity to defer capital gains tax associated with the low-basis shares. In a typical personal exchange fund, three

https://www.justice.gov/epstein/files/DataSet%209/EFTA00506026.pdf

EFTA01015559Set 9

2018-11-263p798w

Merrill Lynch To learn more about qualified opportunity zones, please read this article, Deferring Capital Gains: Qualified Opportunity Zones. 1 This new provision is contained at new Sections 1400Z

https://www.justice.gov/epstein/files/DataSet%209/EFTA01015559.pdf

EFTA01026846Set 9

2019-01-156p1,812w

develop real estate or fund businesses in these areas are able to defer capital gains on profits earned elsewhere and completely eliminate them on new investments

https://www.justice.gov/epstein/files/DataSet%209/EFTA01026846.pdf

Corpus: 1990-03-17 – 2025-12-01

November 2004

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Set 9

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