Tax Alpha Insider

Tax Alpha Insider

14 use cases for tax-aware long/short strategies

It goes far beyond offsetting short-term capital gains

Brent Sullivan's avatar
Brent Sullivan
May 28, 2025
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I’m reading Moneyball again

At one point, Bill James, baseball analytics guru, says something about “diverse expressions,” and the context doesn’t matter1, but it made me think that tax-aware long/short strategies also have diverse expressions.

So, I caught up with my pal, Andy Pratt, who actually does this work at Burney Wealth, and we talked about an in…

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