Tax Alpha Insider

Tax Alpha Insider

Single-stockapalooza: More talking heads than CNN election night

Plus a half-dozen tax visuals for the weekend

Brent Sullivan's avatar
Brent Sullivan
Mar 21, 2025
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What I’m reading…

  • ARQ: A Brief Guide to the Mathematics and Taxation of Charitable Remainder Unitrusts

  • ARQ: Combining Charitable Remainder Unitrusts and Tax-Aware Strategies to Diversify Low-Basis Stock

  • Ethic: 3D Active Tax Management: Optimizing for Impact, Tracking Error, and Taxes

  • Dimensional: Measuring the Costs of Ind…

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