Archive - Tax Alpha Insider

Safe Harbor Ep 4: Uncompromising Integrity

"At no time did you say you cheated."

2 hrs ago • 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

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

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