When an acquisition turns a stock into cash before the deal actually closes
Some source articles from Basis Northwest 2026
How options on SPY and SPX are taxed
SALT in the Washington State Wound
Basis Northwest 2026: self-selected
Basis Northwest 2026: Day 1 Notes
Long/short: alpha acts like a cash infusion
Variable Prepaid Forward vs. Collar/Margin Loan
Is the risk well compensated?
Where kids are learning how to short stocks
Tax-loss harvesting in wacky Washington State
Long/short: No one is talking about "coordinated deleveraging"
Taxable memes and "coordinated deleveraging"
The tax advantages of a qualified covered call
Erkko Etula on concentrated stock risk at Basis Northwest 2026
long/short: recent Avis squeeze looks like a famous 2008 squeeze (Pt. 2)
Long/short: Schwab's margin risk addendum is worth reading
Basis Northwest 2026 is sold out, but...
Long/Short: The asymmetric risk in short positions
Tax-aware long/short grows to $150+ billion AUM
Basis Northwest 2026: Agenda
Long/Short: Avis Short Squeeze (Pt. 1)
Long/short: Schwab apparently limiting adviser access
ETF in-kind pipeline
Schwab: long/short "not a balance sheet capital-intensive type of activity"
Tax Alpha Insider is pivoting to AI infrastructure
Futures in RICs are kind of a bummer... for now.
Basis Northwest 2026 will be co-hosted by...
Tax-aware long/short: what is a borrow fee and is it deductible?
When you learn some minor expense is not deductible...
Futures taxation, the Cayman blocker... and who cares?
F/m CEO Alexander Morris is Speaking at Basis Northwest
Tax-aware long/short: how short dividends work
Tax-aware long/short: updated market map and choosing gud investments
Tax alpha and the (healthy) economic substance trend
Two reasons seeding ETFs in-kind is going mainstream
Tax-aware long/short: Fidelity to selectively and substantially increase financing costs
Announcing... 351.tax (database and visuals)
Safe Harbor Ep 4: Uncompromising Integrity
Long/short: While Fidelity pauses, Schwab CEO tells RIAs "We’d love to support you"
