Canvas (of Franklin Templeton) is the anchor sponsor of Basis Northwest
Dave Nadig will present at Basis Northwest plus ETF Return of Capital jam session
Managing Concentrated Public Stock Positions by Seeding an Exchange-Traded Fund
Tax-aware long/short working group intake
What does 1% tracking error really mean?
Rob Arnott is presenting at Basis Northwest
Is step-up in basis like free life insurance?
Economic substance really ties the room together
Is Your Alpha Big Enough to Cover its Taxes? (Jurassic Park edition)
With stocks at all-time highs, reasons to diversify are apparently at all-time lows
Concentration risk and volatility drag
Staying home and reading "Is Your Alpha Big Enough To Cover Its Taxes?"
Concentrated risk = generational wealth?
Announcing: Basis Northwest event dates
Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings
Fidelity pumps the breaks on tax-aware long/short. Does this impact you?
Announcing: Tax-aware long/short working group
Enrolled Agent: IRS is asking about substance of client's bitcoin tax-loss harvesting
ETFs seeding in-kind raised ~$3bn in 2025
Jumbo portfolio manager adds tax-aware long/short private fund
Why "walking down" a concentrated position by seeding ETFs could be problematic
Tax-aware long/short: new entrants and innovation
Alpha Architect launches another low-distro equity ETF seeded in-kind: ~$470 million
Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
"Significant undercount" in $1 trillion box borrowing possible AUM
Opportunity zone investing is real estate investing
Individual investors can seed ETFs in-kind thanks to an exception to an exception
Substance over form shenanigans
A new HOPES for derisking concentrated positions
Donate and deduct: AGI limit heatmap
"Just sell the damn stock"
Concentrated public stock solution Sankey diagram
Covered call ETFs to $650 billion?
Yes, really, $1 trillion in box-spread AUM
Donating appreciated stocks is NOT always better than donating cash
An exchange fund will seed an ETF in-kind... again
Tax-aware long/short AUM update "rampant growth"
Comprehensive wealth planning takes the cake
The exchange fund 7-year "lockup" is likely a myth
Direct indexing is a loss leader
