Tax Alpha Insider

Tax Alpha Insider

Tax-Aware Long-Short Delivers

Why, then, is it still so niche?

Brent Sullivan's avatar
Brent Sullivan
Jun 02, 2024
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Tax Alpha Weekly

  • AQR: Regardless of How You Deal with Low-Basis Stock, Long-Short Strategies Can Help

  • Quantinno: A new conceptual framework for tax-loss harvesting with long/short extension

  • Invesco: Enhanced Tax-Optimized Large Cap Equity SMA (Long/Short Factsheet)

  • Tax Policy Center: For those with AGI over $1 million, capital gains accounted for 42% of the…

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