Taxation of Buyback of Shares

Mastering the Taxation Shift: Buybacks as Dividend Income

Imagine you are reviewing a high-dividend yield portfolio for a high-net-worth client during the busy post-October 2024 tax filing season. You notice that a portfolio company announced a buyback, and the client is...

Navigating Capital Loss Set-offs in Post-Buyback Tax Regimes

Imagine you are reviewing a client’s portfolio after a major IT firm announces an open-market buyback. Your client, who acquired these shares several years ago at a significantly higher price, is concerned about the tax...