Surgeons use tax-aware long/short to offset royalty income Royalties could receive long-term capital gains treatmentBrent SullivanAug 21, 2025∙ Paid3ShareWhat I’m reading…Doctors, royalties, and tax-aware long/short:Veritas Wealth: Surgically Precise Tax Savings for Orthopedic InnovatorsIRC §1235: Sale or exchange of patentsThe Tax Adviser: Capital Gains Treatment for Patent Royalties DeniedFinnegan: Favorable Capital Gains Taxation Rates Apply to Payments for Transfer of All Substantial Rights in PatentsContinue reading this post for free, courtesy of Brent Sullivan.Claim my free postOr purchase a paid subscription.
