Archive - Tax Alpha Insider

Two reasons seeding ETFs in-kind is going mainstream

Big and little happenings

4 hrs ago • 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

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

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