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Investment

¿Qué es Venta de compensación?

Venta de compensación A securities transaction in which an investor sells a security at a loss and repurchases a substantially identical security shortly before or after, typically to claim a tax loss. Often disallowed by tax authorities.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Venta de compensación” Used in Practice?

La IRS no permite deducciones fiscales por pérdidas de una venta de compensación si se recompra el valor en 30 días.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

¿Qué es Venta de compensación?

A securities transaction in which an investor sells a security at a loss and repurchases a substantially identical security shortly before or after, typically to claim a tax loss. Often disallowed by tax authorities.

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