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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
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Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
An adviser said it was "tech and process improvements"
9 hrs ago
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Brent Sullivan
8
"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
6
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
Concentrated public stock solution Sankey diagram
We need better ways of organizing solutions
Nov 26
•
Brent Sullivan
3
Covered call ETFs to $650 billion?
If they're here to stay, we need a framework for assessing them
Nov 23
•
Brent Sullivan
2
1
Yes, really, $1 trillion in box-spread AUM
This number is easy to ballpark... and could be an underestimate
Nov 20
•
Brent Sullivan
3
2
1
Donating appreciated stocks is NOT always better than donating cash
The AGI limit on tax deductions is higher for cash than for share donations
Nov 18
•
Brent Sullivan
2
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