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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
351
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Tax-aware long/short: what is a borrow fee and is it deductible?
Paper cut or pillow mint
7 hrs ago
•
Brent Sullivan
23
When you learn some minor expense is not deductible...
Paper cuts
Apr 10
•
Brent Sullivan
14
Futures taxation, the Cayman blocker... and who cares?
Descend into trend
Apr 9
•
Brent Sullivan
16
2
F/m CEO Alexander Morris is Speaking at Basis Northwest
Discounts available for wealth managers.
Apr 7
•
Brent Sullivan
15
Tax-aware long/short: how short dividends work
And a potential hiccup to keep in mind when transferring assets
Apr 5
•
Brent Sullivan
17
6
Most Popular
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Fidelity indefinitely pausing new long/short account openings
Feb 19
•
Brent Sullivan
25
Tax-aware long/short: Fidelity to selectively and substantially increase financing costs
Mar 26
•
Brent Sullivan
19
1
AQR on the record: Critics don't understand tax-aware long/short
Apr 27, 2025
•
Brent Sullivan
13
1
Long/short: While Fidelity pauses, Schwab CEO tells RIAs "We’d love to support you"
Mar 20
•
Brent Sullivan
22
Latest
Top
Discussions
Tax-aware long/short: updated market map and choosing gud investments
Let's get back to basics
Apr 2
•
Brent Sullivan
20
2
Tax alpha and the (healthy) economic substance trend
Tax-awareness attracts assets... but have we gone too far?
Mar 31
•
Brent Sullivan
21
Two reasons seeding ETFs in-kind is going mainstream
Big and little happenings
Mar 29
•
Brent Sullivan
22
1
Tax-aware long/short: Fidelity to selectively and substantially increase financing costs
Adviser: "I kinda get it"
Mar 26
•
Brent Sullivan
19
1
Announcing... 351.tax (database and visuals)
Plus, holdings evolution of ETFs seeded in-kind by individuals
Mar 24
•
Brent Sullivan
17
Safe Harbor Ep 4: Uncompromising Integrity
"At no time did you say you cheated."
Mar 22
•
Brent Sullivan
17
Long/short: While Fidelity pauses, Schwab CEO tells RIAs "We’d love to support you"
"we’ve got a big balance sheet"
Mar 20
•
Brent Sullivan
22
Meb Faber is speaking at Basis Northwest
This should be fun
Mar 19
•
Brent Sullivan
18
Tax-aware long/short: integrated to overlay via Section 351
Long position cost basis is a finite resource
Mar 17
•
Brent Sullivan
21
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Tax Alpha Insider
Taxable portfolio strategy: ETF taxation, direct indexing, tax-aware long-short, single-stock de-risking (exchange funds, charitable strategies, VPFs, etc.)
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