This video covers the tax planning strategy that makes management fees paid to fund managers tax deductible. Under current law, investors are not permitted to claim a tax deduction for investment management fees paid to general partners. Fund managers commonly use this strategy to convert the fees into tax deductible expenses.

Tax Deductions for Investment Fees video    • Can You Deduct Investment Fees On You...  

Video Contents

00:00 Intro and Purpose of Strategy
02:12 How the Strategy Works
04:28 Example of Issue Strategy Solves
06:44 NonTax Benefits of Strategy


⚠ Exercise caution before using this strategy. Do your own research and make sure you fully understand the risks you are undertaking!

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The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.