Archive - Tax Alpha Insider

Washington State Wealth Taxstravaganza

Starbucks decamps to Kentucky

Mar 13 • Brent Sullivan

Why I'm not worried about AI anymore

Hallucinating at Future Proof

Mar 12 • Brent Sullivan

Paul Bouchey (former Parametric CIO) is speaking at Basis Northwest

Plus... is AI for real this time...?

Mar 10 • Brent Sullivan

Safe Harbor Ep 2: "More Likely Than Not"

What's an opinion worth?

Mar 8 • Brent Sullivan

Capital loss as a service

When the internet collectively turns their attention to tax planning

Mar 6 • Brent Sullivan

Variable prepaid forward vs. option collar

Similar solutions... very different outcomes

Mar 5 • Brent Sullivan

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

Safe Harbor Ep 1: Mighty Morphin Power Rangers

The source from where things flow

Mar 1 • Brent Sullivan

February 2026

AQR's Joseph Liberman is presenting at Basis Northwest

Academic rigor 🤝 private wealth

Feb 26 • Brent Sullivan

Tax Foundation CEO, Daniel Bunn, will present at Basis Northwest

Basis Northwest is presented by Canvas (of Franklin Templeton)

Feb 24 • Brent Sullivan

Introducing "Safe Harbor: The Quellos Fraud"

A multi-part investigation by Tax Alpha Insider

Feb 22 • Brent Sullivan

Fidelity indefinitely pausing new long/short account openings

"move those to Schwab"

Feb 19 • Brent Sullivan

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