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Tax memes and news - tax week edition
Tax memes were spicier this season. I curated some favorites and mixed in news.
Apr 18
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Brent Sullivan
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Tax memes and news - tax week edition
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Actual tax-aware long/short financing costs from the marketplace
Benchmarking leverage spreads
Apr 16
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Brent Sullivan
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Actual tax-aware long/short financing costs from the marketplace
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ETF return of capital distributions have a weird tax perk no one talks about
Return of capital grants investors access to portfolio basis. That's very rare.
Apr 13
•
Brent Sullivan
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ETF return of capital distributions have a weird tax perk no one talks about
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AQR tax-aware long/short surges, plus a few memes
If Trump eliminates capital gains tax (or capital gains 🤨), I may have to re-brand as Tariff Alpha Insider.
Apr 11
•
Brent Sullivan
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AQR tax-aware long/short surges, plus a few memes
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I printed 50 copies of The Adviser's Guide To Seeding an ETF In-Kind
70 pages of full-color print. What the heck is Section 368 consolidation?
Apr 9
•
Brent Sullivan
1
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I printed 50 copies of The Adviser's Guide To Seeding an ETF In-Kind
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2
If tax-loss harvesting cushions downside, shouldn't investors take more risk?
Partners Capital (2019) argues more equity-like risk is appropriate for taxable investors
Apr 6
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Brent Sullivan
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If tax-loss harvesting cushions downside, shouldn't investors take more risk?
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Tax-aware long/short market map
All the players on one page
Apr 4
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Brent Sullivan
2
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Tax-aware long/short market map
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Tax-aware long/short has a secret weapon
As long positions appreciate, portfolio equity grows and so does margin capacity, acting like a synthetic cash injection that sustains tax-loss…
Apr 2
•
Brent Sullivan
3
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Tax-aware long/short has a secret weapon
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March 2025
Is ETF return of capital a Ponzi Scheme?
Many ETF sponsors brag about the tax-efficiency of returning capital, but that's only part of the story.
Mar 30
•
Brent Sullivan
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Is ETF return of capital a Ponzi Scheme?
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Cliff Asness: "...lying long-only dinosaurs... desperate to stop the bleeding..."
Ignore tax-aware long/short at your peril
Mar 28
•
Brent Sullivan
6
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Cliff Asness: "...lying long-only dinosaurs... desperate to stop the bleeding..."
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Is tax-aware long/short just a shiny object?
Serious doubt from several sizable investment managers
Mar 26
•
Brent Sullivan
8
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Is tax-aware long/short just a shiny object?
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A checklist for ETF tax diligence
Explicit and implicit tax costs should be bundled with expense ratio to tell the "total cost" story of holding an ETF.
Mar 23
•
Brent Sullivan
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A checklist for ETF tax diligence
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