Sitemap - 2025 - Tax Alpha Insider
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
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
"In tax-aware long/short, aren't my tax losses limited to contributed capital?"
Trader fund Excess Business Loss (EBL) limit gets worse in 2026
Emerging market ETFs have a spooky secret
88% surveyed plan to use tax-aware long/short
Trader fund losses can offset ordinary income, but must pass through a gauntlet
How do you use tax-aware long/short, if at all?
The big bad list of concentrated stock solutions
Add tax equalization to your mutual fund and ETF diligence checklist
Short-term capital gains distributed by mutual funds (and ETFs) are taxed as ordinary income
When is tax-aware long/short not the right choice?
Everyone is catching the long/short bug
$1 trillion box-spread AUM is up for grabs
The best conference for tax-aware investing?
Should tax-aware long/short investors care about black swan short sale bans?
Cambria's GEW launched today with $155mm
Box spreads are "effectively free of credit risk"...I guess?
Better borrowing via box spread? Why it's worth grokking the box
2/3 of the time a concentrated stock would have underperformed the Russell 3000
The agony/ecstasy of concentrated stocks
TIPS taxation: the other phantom menace
Taxes mess up the endowment model
Future Proof: Gen AI is the biggest thing since blockchain
Managing short positions is "not a trivial exercise"
"ploughing several billion dollars into [ARKK] even for a few days is pretty ballsy"
Tax-aware long/short doesn't lockup easily. Why?
The (taxable wealth) times they are a-changin'
Give it away, give it away, give it away now (literally)
Tax-aware long/short reference papers going all the way back to Black-Scholes 1973
I built a tax-aware long/short simulator/dashboard
Climbing The Wealth Ladder With Nick Maggiulli
Surgeons use tax-aware long/short to offset royalty income
"The cost of tax mistakes increase tenfold with every new wealth level"
The end of fixed income with F/m's CEO
Holding Too Much Company Stock?
Ha... tax-aware long/short is growing faster than I thought
Avocado Orchard: RSUs, Vesting, and Too Much Company Stock
Is tax-aware long/short transforming taxable wealth? 181 people opined.
Worse than the wash sale rule? Betterment's head of investing weighs in.
Diversification "makes very little sense for anyone that knows what they’re doing" 🤨
Tax-aware long/short: "Not enough focus on the end game"... until now
How Bitcoin could become bone fide collateral
Bitcoin in-kind is "cheese on the beach"
Is tax-loss harvesting valuable after the first few years?
Diversification vs. "lottery ticket"
Tax-aware long/short and some bold ETFs could change everything
ETFs have a tax-loss harvesting rule nobody knows about
Introducing Albatross, a sub-newsletter about concentrated wealth
Variable prepaid forwards for the rest of us
Could tax-aware long/short power additional diversification?
OBBB (allegedly) increases $3,000 capital loss deduction; makes EBL limit permanent
Would you rather pay $1 in tax this year or next?
Should you ever tax-loss harvest Nvidia?
The many failed attempts to update the $3,000 limitation on capital loss deductions
Adventure capital returns to direct indexing
Is tax-aware long/short a capital gains escape hatch following an exit?
VPF + tax-aware long/short for diversifying concentrated stock
How does direct indexing become an expensive index fund?
The benefit of bonds without the drag
Spaceballs and the IRS data book are here
Tax-aware long/short could cut Medicare costs
AQR addresses 5 critiques of tax-aware long/short
Trump/Musk cage match is boring. Read about taxes instead
ETF share class “tax contagion” is, sadly, something we need to care about
Direct indexing FTSE Russell survey is interesting, but AI claims are 💩
14 use cases for tax-aware long/short strategies
How an exchange fund unblocks billions by seeding an ETF in-kind
Dividend chasers... YOU are the yield
Betterment acquired Rowboat Advisors for a quicker path to direct indexing and to "do it all"
What's behind the preposterous tax efficiency of buffer ETFs?
AQR's latest: direct indexing "largely ineffective" at culling single-stock risk
The One, Big, Beautiful Bill updates SALT, EBL, RQOF, but not LOL3K
The ETF share class proves the staying power of the mutual fund
53% of the time, it worked every time
Five big questions from readers about tax-aware long/short strategies
Cerulli: Launching an ETF is expensive... but maybe worth it?
These 4 growth areas are driving taxable wealth
AQR on the record: Critics don't understand tax-aware long/short
More than one-quarter of advisors (26%) choose not to use direct indexing
Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
Tax-aware long/short... what if the long is an ETF?
Tax memes and news - tax week edition
Actual tax-aware long/short financing costs from the marketplace
ETF return of capital distributions have a weird tax perk no one talks about
AQR tax-aware long/short surges, plus a few memes
I printed (another) 50 copies of The Adviser's Guide To Seeding an ETF In-Kind
If tax-loss harvesting cushions downside, shouldn't investors take more risk?
Tax-aware long/short market map
Tax-aware long/short has a secret weapon
Is ETF return of capital a Ponzi Scheme?
Cliff Asness: "...lying long-only dinosaurs... desperate to stop the bleeding..."
Is tax-aware long/short just a shiny object?
A checklist for ETF tax diligence
Single-stockapalooza: More talking heads than CNN election night
Absurd reasons investors don't sell concentrated positions: "I'm holding strong"
"Diversify your company stock! Remember Enron!"
I co-authored a blog for Kitces about seeding an ETF in-kind
Is seeding an ETF in-kind the right strategy?
Householding unlocks valuable tax and risk perks
A market maker leaked a list of 44 ETFs that were seeded in-kind
An ETF seeded with other ETFs launched with $440 million
How tax-loss harvesting works on a tax return
Where $50 billion AUM isn't a whale
"Direct indexing makes tax return prep harder"
Tax-aware long/short AUM growth will accelerate if one problem is solved
Is direct indexing good but inconvenient?
Will the dad tax embitter the next generation?
Parametric grows its support for active strategies - taxable wealth weekly
Are ETF fees really "tax-deductible?"
How Hill Investment Group gathered $500 million in-kind for its new ETF
Direct indexing market map - Jan 2025 edition
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
The adviser's memezine guide to seeding an ETF in-kind
Has your direct indexing portfolio become a high-cost index fund?
Can direct indexing + tax-gain harvesting beat the 529 plan?