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Kitces.com article on IRS Revenue Ruling 2026-20 and Notice 2026-62 (Tax Risk Tolerance)
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Last discussed Oct 28, 2026
Jeff Levine's in-depth Kitces.com article examining the recent IRS revenue ruling on Section 351 ETF conversions, the related IRS notice on tax-aware investment strategies, and how advisors can assess client tax risk tolerance.
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The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment ...
Adam Van Deusen · Oct 28, 2026
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Used for: Learning more about the IRS revenue ruling and notice
Praised: Digs very deep into the revenue ruling and the IRS notice
"Jeff has written a wonderful article digging very deep into the revenue ruling and the IRS notice, which we're going to talk about next. So if you're interested in learning more about that, please go to kitces.com/fat15 to check out that article."
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