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In this comprehensive discussion, Joseph Pochodyniak and Ken Reid from MacNicol & Associates Asset Management delve into various aspects of tax management, focusing on investment strategies, tax forms, and the implications of alternative assets. They provide insights into new tax-sheltered accounts, effective filing strategies, and the importance of understanding different investment vehicles. The conversation emphasizes the need for proper tax planning and the role of tax advisors, while also addressing common questions about registered accounts and family trusts.

Joe Pochodyniak

JOE POCHODYNIAK

CFA, Senior Portfolio Manager, MacNicol & Associates

Joseph is a Senior Portfolio Manager at MacNicol & Associates focused on Real Estate, Private Equity, Hedge Funds and alternative asset class strategies. Joseph has over fifteen years of professional experience in asset management and private investment counseling.