Tax Alpha Insider
Subscribe
Sign in
Home
Podcast
Notes
Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
351
Leaderboard
About
Latest
Top
Discussions
Rob Arnott is presenting at Basis Northwest
One of the original taxable wealth researchers is coming to Seattle, WA in May
Jan 27
•
Brent Sullivan
10
2
Is step-up in basis like free life insurance?
An analogy from Jeffrey/Arnott's 1993 classic paper
Jan 25
•
Brent Sullivan
11
Economic substance really ties the room together
Two similar examples where taxpayers successfully argued IRS overreached
Jan 23
•
Brent Sullivan
9
5
Is Your Alpha Big Enough to Cover its Taxes? (Jurassic Park edition)
1993 was a blockbuster year
Jan 22
•
Brent Sullivan
6
7
With stocks at all-time highs, reasons to diversify are apparently at all-time lows
A certain slice of humanity loves concentrated risk
Jan 20
•
Brent Sullivan
9
1
Concentration risk and volatility drag
What happens when someone answers "20" for their 1-10 risk tolerance?
Jan 18
•
Brent Sullivan
11
Staying home and reading "Is Your Alpha Big Enough To Cover Its Taxes?"
Checklists are so satisfying, we should do them more often
Jan 16
•
Brent Sullivan
5
1
Concentrated risk = generational wealth?
Risk-seeking investors don't care about derisking gimmicks
Jan 15
•
Brent Sullivan
13
Announcing: Basis Northwest event dates
Taxable wealth innovation conference in Seattle, WA
Jan 13
•
Brent Sullivan
9
Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings
Advisers consider diversifying custody exposure
Jan 11
•
Brent Sullivan
10
1
Fidelity pumps the breaks on tax-aware long/short. Does this impact you?
Requesting off the record comments from impacted advisers
Jan 9
•
Brent Sullivan
9
Announcing: Tax-aware long/short working group
Also... do people read books anymore?
Jan 8
13
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
