Publications

• Treasury Targets ETF and “Tax-Aware” Fund Strategies
  5 October 2026
  Michael Bolotin
  ,
  Stephen Jordan
  ,
  Daniel Priest
  ,
  Peter F.G. Schuur
  ,
  Allison Rekkali
  ,
  Travis Long
  ,
  Farhan Khaddad
  ,
  Sara Sinnathamby
  ,
  Will Woods
• IRS Proposes Regulations Implementing CFC Pro Rata Share Rule
  31 August 2026
  Stephen Jordan
  ,
  Rafael Kariyev
  ,
  Daniel Priest
  ,
  Peter F.G. Schuur
  ,
  Lena E. Smith
  ,
  Allison Rekkali
  ,
  Samana Bhatta
  ,
  Olivia Coral Daniels
  ,
  Jeannie N. Le
  ,
  Travis Long
  ,
  Harshil Mehta
  ,
  Isabel Shipman
  ,
  Elaine Xie
• Notice 2025-28: A New Elective Regime for CAMT Reporting
  12 August 2025
  Stephen Jordan
  ,
  Rafael Kariyev
  ,
  Daniel Priest
  ,
  Peter F.G. Schuur
  ,
  Samuel D. Krawiecz
  ,
  Renqiu Chen
  ,
  Weichi Liu
  ,
  Travis Long