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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
351
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About
Safe Harbor Ep 2: "More Likely Than Not"
What's an opinion worth?
22 hrs ago
•
Brent Sullivan
10
Capital loss as a service
When the internet collectively turns their attention to tax planning
Mar 6
•
Brent Sullivan
14
1
Variable prepaid forward vs. option collar
Similar solutions... very different outcomes
Mar 5
•
Brent Sullivan
15
How an ETF share class could make a mutual fund more tax efficient
The ETF share class acts like a fund redemption pressure release valve
Mar 3
•
Brent Sullivan
16
Safe Harbor Ep 1: Mighty Morphin Power Rangers
The source from where things flow
Mar 1
•
Brent Sullivan
15
Most Popular
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Fidelity indefinitely pausing new long/short account openings
Feb 19
•
Brent Sullivan
25
AQR on the record: Critics don't understand tax-aware long/short
Apr 27, 2025
•
Brent Sullivan
12
1
Announcing: Tax-aware long/short working group
Jan 8
15
3
Better borrowing via box spread? Why it's worth grokking the box
Sep 21, 2025
•
Brent Sullivan
17
Latest
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Discussions
AQR's Joseph Liberman is presenting at Basis Northwest
Academic rigor 🤝 private wealth
Feb 26
•
Brent Sullivan
18
Tax Foundation CEO, Daniel Bunn, will present at Basis Northwest
Basis Northwest is presented by Canvas (of Franklin Templeton)
Feb 24
•
Brent Sullivan
13
Introducing "Safe Harbor: The Quellos Fraud"
A multi-part investigation by Tax Alpha Insider
Feb 22
•
Brent Sullivan
19
Fidelity indefinitely pausing new long/short account openings
"move those to Schwab"
Feb 19
•
Brent Sullivan
25
Andrew Beer is presenting something new at Basis Northwest
ETF innovation that isn't crypto or AI
Feb 17
•
Brent Sullivan
4
Option collar phantom income
When the straddle rules kick in, note the (intended) tax costs
Feb 15
•
Brent Sullivan
14
Tax management = NPV (complexity & brain damage costs)
Alpha Architect is coming to Basis Northwest (May 28-29, 2026, Seattle, WA)
Feb 13
•
Brent Sullivan
7
2
Basis Northwest 2026: registration is open
May 28-29, 2026 - Seattle, WA
Feb 11
•
Brent Sullivan
5
Savina Rizova (Co-CIO at Dimensional) will present at Basis Northwest
Conference: May 28-29, 2026 | Seattle, WA
Feb 10
•
Brent Sullivan
6
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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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