ETFs have a tax-loss harvesting rule nobody knows about

The 6-month rule is a tax landmine

Elie Rozner and I teamed up on this piece. If you'd like to collaborate, please say hello and suggest some topics. After that, I’ll ask you to write an outline so we can pin down the lede and narrative. I will support the piece as technical fact-checker, editor, and visual designer.

I’m keenly interested in teaming up with estate planners on gifting and …