Archive - Tax Alpha Insider

Tax-aware long/short: how short dividends work

And a potential hiccup to keep in mind when transferring assets

8 hrs ago • Brent Sullivan

Tax-aware long/short: updated market map and choosing gud investments

Let's get back to basics

Apr 2 • Brent Sullivan

March 2026

Tax alpha and the (healthy) economic substance trend

Tax-awareness attracts assets... but have we gone too far?

Mar 31 • Brent Sullivan

Two reasons seeding ETFs in-kind is going mainstream

Big and little happenings

Mar 29 • Brent Sullivan

Tax-aware long/short: Fidelity to selectively and substantially increase financing costs

Adviser: "I kinda get it"

Mar 26 • Brent Sullivan

Announcing... 351.tax (database and visuals)

Plus, holdings evolution of ETFs seeded in-kind by individuals

Mar 24 • Brent Sullivan

Safe Harbor Ep 4: Uncompromising Integrity

"At no time did you say you cheated."

Mar 22 • Brent Sullivan

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

Meb Faber is speaking at Basis Northwest

This should be fun

Mar 19 • Brent Sullivan

Tax-aware long/short: integrated to overlay via Section 351

Long position cost basis is a finite resource

Mar 17 • Brent Sullivan

Safe Harbor Ep 3: How Quellos Got Caught

"as phony as a three-dollar bill"

Mar 15 • Brent Sullivan

Washington State Wealth Taxstravaganza

Starbucks decamps to Kentucky

Mar 13 • Brent Sullivan

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