CFA Level 3
Portfolio Management and Wealth Planning

Minimizing Tax Liability Through Investment Strategies

Very Easy Private Wealth Management Tax Considerations

Jane is a high-net-worth individual who has recently sold a large piece of real estate. She is now considering how to reinvest her proceeds to minimize her tax liability. Jane is particularly concerned about capital gains taxes resulting from her real estate sale. In the context of tax considerations in private wealth management, which of the following options would provide Jane with the best strategy for minimizing her tax burden?

Hint

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