Tax-aware long/short: what is a borrow fee and is it deductible?
When you learn some minor expense is not deductible...
Futures taxation, the Cayman blocker... and who cares?
F/m CEO Alexander Morris is Speaking at Basis Northwest
Tax-aware long/short: how short dividends work
Tax-aware long/short: updated market map and choosing gud investments
Tax alpha and the (healthy) economic substance trend
Two reasons seeding ETFs in-kind is going mainstream
Tax-aware long/short: Fidelity to selectively and substantially increase financing costs
Announcing... 351.tax (database and visuals)
Safe Harbor Ep 4: Uncompromising Integrity
Long/short: While Fidelity pauses, Schwab CEO tells RIAs "We’d love to support you"
Meb Faber is speaking at Basis Northwest
Tax-aware long/short: integrated to overlay via Section 351
Safe Harbor Ep 3: How Quellos Got Caught
Washington State Wealth Taxstravaganza
Why I'm not worried about AI anymore
Paul Bouchey (former Parametric CIO) is speaking at Basis Northwest
Safe Harbor Ep 2: "More Likely Than Not"
Capital loss as a service
Variable prepaid forward vs. option collar
How an ETF share class could make a mutual fund more tax efficient
Safe Harbor Ep 1: Mighty Morphin Power Rangers
AQR's Joseph Liberman is presenting at Basis Northwest
Tax Foundation CEO, Daniel Bunn, will present at Basis Northwest
Introducing "Safe Harbor: The Quellos Fraud"
Fidelity indefinitely pausing new long/short account openings
Andrew Beer is presenting something new at Basis Northwest
Option collar phantom income
Tax management = NPV (complexity & brain damage costs)
Basis Northwest 2026: registration is open
Savina Rizova (Co-CIO at Dimensional) will present at Basis Northwest
Straddle rule basics with a covered call
In-Kind ETFs, IRS priorities, memes and more
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
