Covered calls for managing concentrated stock?
Taxable wealth community launching soon
The right wrapper for a Qualified Opportunity Fund
Opportunity Zones: States chipping away at federal tax perks
Long/short: skip Fidelity/Schwab with an LLC or LP
Introducing: The Albatross Podcast
What SIH Partners means for seeding ETFs in-kind (§351)
SIH Partners annotated Tax Court opinion
0% tax is an act of Congress
Two Papers in The Journal of Wealth Management
The long/short steam engine
An infographic tax history of ETFs and exchange funds
Long/short: 3 ways advisers are getting around Fidelity/Schwab strictures
Basis Manhattan (Fall 2026): Reserve a Seat
Jumbo wealth practice urges advisers to lead with investment, not tax, in internal memo
Treasury wants to know which ETFs have been swimming naked
Full Transcript (Wall St. Tax Seminar): Treasury shares "concerns" while tax attorneys suggest "facts and circumstances"
Wealth industry scrambles to parse Treasury comments no one bothered recording
Treasury is "concerned" about "too good to be true" pitches
Tax-aware long/short: How we got to this moment
Basis Manhattan: Fall 2026
Long/short: Schwab issuing "margin calls" in niche cash withdraw scenario
Covered call tax treatment by structure (calculator)
Early signs seeding ETFs in-kind is going mainstream
Why trader funds use swaps
Tax-aware long/short market map (summer 2026)
USA out of World Cup, but IPOs more transparent than ever
Swap taxation: what is constructive ownership?
Paying taxes on fireworks
A little tax strategy in your fund's swap positions
Swaps are in your funds. How are they taxed?
A wash sale is a wash sale no matter the wrapper
Managed futures "crisis alpha" is compelling, but...
What do 100 years of trend data reveal about managed futures?
Après Tax is personalized, after-tax performance, and it's coming soon
Why I left Substack
Long/short: Schwab adds "heightened maintenance standards"
Managed futures are weirdly uncorrelated
Long/short: what can the securities lending market tell us about short risk?
Is it okay to space out on SpaceX?
