The BOXX Anomaly: ETF Tax Enhances Inverted Yield Curve Strategy

On December 19, 2024, Mark Leeds will make a presentation on the federal income tax issues presented by the trading strategy used by the Alpha Architect 1-3 Month Box ETF, more frequently known by its stock ticker “BOXX,” to the New York State Society of Certified Public Accountants. Mark will be joined by Daniel Hemel of New York University. The presentation outlining certain BOXX tax issues is attached.