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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
351
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Jumbo portfolio manager adds tax-aware long/short private fund
See what I did there?
Dec 28
•
Brent Sullivan
7
Why "walking down" a concentrated position by seeding ETFs could be problematic
As §351 transfers heat up... what could go wrong?
Dec 21
•
Brent Sullivan
9
Tax-aware long/short: new entrants and innovation
As the table stakes rise, so should the quality of play?
Dec 19
•
Brent Sullivan
11
Alpha Architect launches another low-distro equity ETF seeded in-kind: ~$470 million
Alpha Architect's "two-step" pitch seems to be working
Dec 17
•
Brent Sullivan
6
Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
An adviser said it was "tech and process improvements"
Dec 14
•
Brent Sullivan
9
"Significant undercount" in $1 trillion box borrowing possible AUM
By the way, SoFi is getting into the game
Dec 12
•
Brent Sullivan
8
1
Opportunity zone investing is real estate investing
Who gives a shit about tax benefits if the investment tanks?
Dec 10
•
Brent Sullivan
7
2
Individual investors can seed ETFs in-kind thanks to an exception to an exception
The PARTNERSHIPS Act seeks to explicitly classify RICs as "Investment Companies"
Dec 7
•
Brent Sullivan
10
Substance over form shenanigans
Pulp (non)fiction in Smaldino v. Commissioner, T.C. Memo. 2021-127
Dec 5
•
Brent Sullivan
8
2
A new HOPES for derisking concentrated positions
Morgan Stanley's HOPES paper is worth a read
Dec 2
•
Brent Sullivan
7
November 2025
Donate and deduct: AGI limit heatmap
Updated for OBBBA
Nov 30
•
Brent Sullivan
9
"Just sell the damn stock"
Happy Black Friday
Nov 28
•
Brent Sullivan
10
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