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“Lanny Thorndike” (9)
Choate Family Office Podcast 08.16.2021
Effective Planning for Realizing Capital Gains
In this episode of Choate’s Family Office Podcast Series, Lanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.