Tax Planning

California anticipates significant tax revenue from upcoming tech IPOs like SpaceX, OpenAI, and Anthropic. However, sophisticated tax planning, evolving stock compensation, and pre-IPO liquidity events may temper the windfall compared to past booms. While the state is poised to collect, the timing and ultimate amount remain uncertain due to employee financial decisions and potential relocation incentives.

Brookfield Real Assets Income Fund declared its Q1 2026 monthly distribution schedule, maintaining a consistent $0.1180 per share payout. Key dates for January, February, and March 2026 distributions are detailed, with payments expected later in each respective month. Investors should be aware that a portion of these distributions may be classified as a return of capital, impacting tax planning. Final tax characterization will be available on Form 1099-DIV.