Why subscribe?
Tax Alpha Insider is the only publication focused on taxable portfolio strategy.
I ship new articles 3x per week.
I write about:
ETF taxation
Direct indexing
Tax-aware long-short (e.g., 130/30)
Single-stock concentration solutions
My audience
Mostly advisers and sub-advisers serving HNW families who want to:
Keep up with the latest in taxable portfolio management
Understand tax strategy through examples and illustrations
Know the vendors delivering state-of-the-art tax products
Investment taxation nerd through and through
I just finished a 70-page visual guide to seeding an ETF in-kind.
wrote the foreword.
Who am I?
I am Brent Sullivan, an independent tax analyst.
Quick bio
Studied financial engineering at Cornell
Worked on PIMCO’s trading floor
Worked as a software developer at Parametric
Worked as a DevOps engineer at Zillow Group
Raised money as a VC-backed founder
Started my taxable product marketing and strategy consultancy, Tax Alpha, LLC in Dec 2023
Live in Seattle, WA with my wife, two boys, and our yellow Lab named Ace
