Article: Combining Charitable Remainder Unitrusts and Tax-Aware Strategies to Diversify Low-Basis Stock

Joseph Liberman (AQR Capital Management, LLC), Nathan Sosner (AQR Capital Management, LLC), and Jonathan Maron (AQR Capital Management, LLC) recently published, Combining Charitable Remainder Unitrusts and Tax-Aware Strategies to Diversify Low-Basis Stock, 2025. Provided below is an Abstract: We show…