Tax Alpha Insider

Tax Alpha Insider

Surgeons use tax-aware long/short to offset royalty income

Royalties could receive long-term capital gains treatment

Brent Sullivan's avatar
Brent Sullivan
Aug 21, 2025
∙ Paid

What I’m reading…

  • Doctors, royalties, and tax-aware long/short:

    • Veritas Wealth: Surgically Precise Tax Savings for Orthopedic Innovators

    • IRC §1235: Sale or exchange of patents

    • The Tax Adviser: Capital Gains Treatment for Patent Royalties Denied

    • Finnegan: Favorable Capital Gains Taxation Rates Apply to Payments for Transfer of All Substantial Rights in Patents

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