14 use cases for tax-aware long/short strategies
It goes far beyond offsetting short-term capital gains
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…