Archive - Tax Alpha Insider

88% surveyed plan to use tax-aware long/short

More than half said they plan to use it for the long-run

18 hrs ago •

Trader fund losses can offset ordinary income, but must pass through a gauntlet

Planning opportunities with the hedge fund wrapper

Oct 26 •

What is a trader fund?

Ordinary business losses

Oct 24 •

How do you use tax-aware long/short, if at all?

Different hold patterns for different scenarios

Oct 22 •

The big bad list of concentrated stock solutions

Sell it, wrap it, hedge it, cash it, gift it, swap it, hold - combine it

Oct 19 •

Less rebalancing, less tax?

Does asset allocation really matter?

Oct 17 •

Add tax equalization to your mutual fund and ETF diligence checklist

Equalization generally protects long-term investors

Oct 15 •

Short-term capital gains distributed by mutual funds (and ETFs) are taxed as ordinary income

Canary in the coalmine

Oct 12 •

When is tax-aware long/short not the right choice?

Consider your options... 130/30 "loss realization potential is very limited"

Oct 10 •

Everyone is catching the long/short bug

We're gonna need a bigger market map

Oct 8 •

$1 trillion box-spread AUM is up for grabs

Borrowing may never be the same

Oct 5 •

The best conference for tax-aware investing?

Introducing Basis Northwest

Oct 2 •

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