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
Tax Alpha Insider is pivoting to AI infrastructure
and other news
Apr 17
•
Brent Sullivan
17
Futures in RICs are kind of a bummer... for now.
Character degradation
Apr 16
•
Brent Sullivan
19
Basis Northwest 2026 will be co-hosted by...
Even the hosts are tax-aware
Apr 14
•
Brent Sullivan
12
Tax-aware long/short: what is a borrow fee and is it deductible?
Paper cut or pillow mint
Apr 12
•
Brent Sullivan
26
When you learn some minor expense is not deductible...
Paper cuts
Apr 10
•
Brent Sullivan
14
Futures taxation, the Cayman blocker... and who cares?
Descend into trend
Apr 9
•
Brent Sullivan
16
2
F/m CEO Alexander Morris is Speaking at Basis Northwest
Discounts available for wealth managers.
Apr 7
•
Brent Sullivan
15
Tax-aware long/short: how short dividends work
And a potential hiccup to keep in mind when transferring assets
Apr 5
•
Brent Sullivan
17
6
Tax-aware long/short: updated market map and choosing gud investments
Let's get back to basics
Apr 2
•
Brent Sullivan
20
2
March 2026
Tax alpha and the (healthy) economic substance trend
Tax-awareness attracts assets... but have we gone too far?
Mar 31
•
Brent Sullivan
21
Two reasons seeding ETFs in-kind is going mainstream
Big and little happenings
Mar 29
•
Brent Sullivan
22
1
Tax-aware long/short: Fidelity to selectively and substantially increase financing costs
Adviser: "I kinda get it"
Mar 26
•
Brent Sullivan
19
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
