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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
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Basis Northwest 2026: registration is open
May 28-29, 2026 - Seattle, WA
12 hrs ago
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Brent Sullivan
4
Savina Rizova (Co-CIO at Dimensional) will present at Basis Northwest
Conference: May 28-29, 2026 | Seattle, WA
Feb 10
•
Brent Sullivan
6
Straddle rule basics with a covered call
Basis Northwest registration opens Weds Feb 11
Feb 8
•
Brent Sullivan
7
In-Kind ETFs, IRS priorities, memes and more
What happened recently in taxable wealth?
Feb 6
•
Brent Sullivan
5
Canvas (of Franklin Templeton) is the anchor sponsor of Basis Northwest
For far too long, tax-aware investing has been a polite afterthought at conferences. Not anymore.
Feb 5
•
Brent Sullivan
10
1
Dave Nadig will present at Basis Northwest plus ETF Return of Capital jam session
Dave will be at Basis Northwest (May 28-29, 2026, Seattle, WA)
Feb 3
•
Brent Sullivan
16
Managing Concentrated Public Stock Positions by Seeding an Exchange-Traded Fund
Our full paper is on SSRN
Feb 1
•
Brent Sullivan
and
Elie Rozner
10
3
January 2026
Tax-aware long/short working group intake
Did you fill out the TPS report?
Jan 30
•
Brent Sullivan
13
What does 1% tracking error really mean?
And how likely is it that I underperform by more than tracking error?
Jan 29
•
Brent Sullivan
12
2
Rob Arnott is presenting at Basis Northwest
One of the original taxable wealth researchers is coming to Seattle, WA in May
Jan 27
•
Brent Sullivan
10
2
Is step-up in basis like free life insurance?
An analogy from Jeffrey/Arnott's 1993 classic paper
Jan 25
•
Brent Sullivan
11
Economic substance really ties the room together
Two similar examples where taxpayers successfully argued IRS overreached
Jan 23
•
Brent Sullivan
9
5
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