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Portfolio Interest Exemption (PIE) Structuring and Compliance Overview ((IRC §871(h) and §881(c))

  • Writer: Unity Investments
    Unity Investments
  • Nov 9
  • 1 min read

Updated: Nov 11

At Unity Tax, we are firm believers in maximizing post-tax income. To that point, we will publish a series of memos on the most-relevant, high-impact tax issues. Below is our first memo on the Portfolio Interest Exemption. If you have any questions, please email us at tax@unityinvestments.com


Read our article by clicking the PDF below.



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To inquire about investing, partnerships, advisory, or how Unity can add value to your business, please contact IR@unityinvestments.com.

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