Planning for Basis Manhattan in early December 2026 is underway.
- Focus area: Concentrated wealth risk & tax management
- One-day event (likely a Friday) plus a Thursday evening reception
- Just hearing about Basis? See previous speakers and praise
- Sign up for the latest at Basis Manhattan
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Mark your calendar: Basis Northwest sold out, so for Basis Manhattan we're offering refundable seat reservations while we finalize the event details. The seat reservation gets you in the door. Reservations will be open Thursday July 23, 2026.
What I'm reading...
- Wall Street Tax Association: Developments in the Tax Aware Space
- Matt Levine: Shorts Will Sell You SpaceX
- Tax Alpha Insider: Long/short: Schwab adds "heightened maintenance standards"
- PGIM: Beyond the Beta: Long/Short Direct Indexing with ETFs
- PGIM: Impact of Market Conditions on Tax Loss Harvesting: The Role of Portfolio Breadth in Industry-Based Strategies
- Dimensional: Allocating Global Equities in a Taxable Account
- AQR: The Wrapper Illusion: Do Entity Structures Neutralize Tax Anti-Abuse Rules?
- Roy Haya (Fort Point): Hidden Arbitrage In Covered Call Writing
- Wall Street Journal: The Tax Strategy for People Suffering From Stock-Market Success
From the Internet...
I can personally attest to this drive being an Odyssey
Have a great Sunday... and see you in Manhattan?