Tax Alpha Insider

Tax Alpha Insider

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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
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Andrew Beer is presenting something new at Basis Northwest
ETF innovation that isn't crypto or AI
 • Brent Sullivan
Option collar phantom income
When the straddle rules kick in, note the (intended) tax costs
 • Brent Sullivan
Tax management = NPV (complexity & brain damage costs)
Alpha Architect is coming to Basis Northwest (May 28-29, 2026, Seattle, WA)
 • Brent Sullivan
Basis Northwest 2026: registration is open
May 28-29, 2026 - Seattle, WA
 • Brent Sullivan
Savina Rizova (Co-CIO at Dimensional) will present at Basis Northwest
Conference: May 28-29, 2026 | Seattle, WA
 • Brent Sullivan
Straddle rule basics with a covered call
Basis Northwest registration opens Weds Feb 11
 • Brent Sullivan
In-Kind ETFs, IRS priorities, memes and more
What happened recently in taxable wealth?
 • Brent Sullivan
Canvas (of Franklin Templeton) is the anchor sponsor of Basis Northwest
For far too long, tax-aware investing has been a polite afterthought at conferences. Not anymore.
 • Brent Sullivan
Dave Nadig will present at Basis Northwest plus ETF Return of Capital jam session
Dave will be at Basis Northwest (May 28-29, 2026, Seattle, WA)
 • Brent Sullivan
Managing Concentrated Public Stock Positions by Seeding an Exchange-Traded Fund
Our full paper is on SSRN
 • Brent Sullivan and Elie Rozner

January 2026

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