Chapter 13: Tax Arbitrage
3 of 173 strategies
13.1
PLUGIN
Municipal Bond Tax Arbitrage
Strategy 13.1: Buy tax-exempt munis, finance with taxable borrowing for positive after-tax carry
13.2
PLUGIN
Cross-Border Tax Arbitrage
Strategy 13.2: Exploit dividend imputation around ex-div dates for cross-border tax savings
13.2.1
PLUGIN
Cross-Border Tax with Options
Strategy 13.2.1: Use deep ITM puts around ex-div dates to capture franking credits