- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
CYY,
I ran into this myself with advisory fees. The way I handled it was to take the ratio of the December 31, 2019 CA taxed other-state municipal bonds to the total portfolio value as of that date and multiply the advisory fee by that fraction.
‎April 13, 2020
6:38 PM