Tax-aware long/short reference papers going all the way back to Black-Scholes 1973

Updated regularly

End the summer strong by catching up on some light reading about tax-aware long/short.

Here’s a 2-sentence, 2-image overview if you need to get up to speed on the hottest thing happening in taxable wealth (est. $55bn - $65bn AUM, up from $10bn - $15bn AUM last year!).

Kick the tires using my tax-aware long/short calculator (free, no registration, no track…