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Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more

The Business Brew

CHAPTER

Innovative ETF Strategies and Tax Efficiency

The chapter explores the development of a unique ETF product called BOXX, utilizing box spreads for cash management. It discusses the advantages of this strategy, the tax efficiencies in structured products, and ways for individuals to diversify concentrated stock positions tax-efficiently. The episode also delves into the process of transferring assets into an ETF structure for tax benefits and the minimum asset value required for tax advantages.

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