Topic

Podcasts & Media

27 posts

Cartoon framing alpha as splitting into pre-tax and after-tax components, the theme of the Basis Northwest reading list

Podcasts & Media

Some source articles from Basis Northwest 2026

Jun 5, 2026

Cartoon meme riffing on taxable investing and coordinated deleveraging in long/short quant strategies

Podcasts & Media

Taxable memes and "coordinated deleveraging"

May 15, 2026

Small nondeductible expenses adding up as paper cuts while advisers learn tax-aware long/short reporting

Tax-Aware Long-Short

When you learn some minor expense is not deductible...

Apr 10, 2026

Cartoon dramatizing the Quellos POINT tax shelter case and its fabricated multibillion-dollar loss transactions

Podcasts & Media

Safe Harbor Ep 4: Uncompromising Integrity

Mar 22, 2026

Cartoon depicting the Quellos tax shelter scheme unraveling for wealthy clients like the Zilkhas

Podcasts & Media

Safe Harbor Ep 3: How Quellos Got Caught

Mar 15, 2026

Cartoon of an AI hallucinating at a conference playground, framing AI's limits in wealth and tax work

Podcasts & Media

Why I'm not worried about AI anymore

Mar 12, 2026

Safe Harbor episode graphic on the More Likely Than Not tax opinion standard behind the Jets sale

Podcasts & Media

Safe Harbor Ep 2: "More Likely Than Not"

Mar 8, 2026

Cartoon tying the Power Rangers franchise fortune to the origins of a high-stakes tax shelter story

Podcasts & Media

Safe Harbor Ep 1: Mighty Morphin Power Rangers

Mar 1, 2026

Cartoon rounding up recent taxable-wealth news on in-kind ETFs and IRS priority guidance

Podcasts & Media

In-Kind ETFs, IRS priorities, memes and more

Feb 6, 2026

Cartoon on staying home with the 1993 classic Is Your Alpha Big Enough To Cover Its Taxes

Podcasts & Media

Staying home and reading "Is Your Alpha Big Enough To Cover Its Taxes?"

Jan 16, 2026

Cambria GEW launching with $155 million as a test of mainstream in-kind ETF seeding

Section 351 Exchanges

Cambria's GEW launched today with $155mm

Sep 25, 2025

Podcast cartoon walking through de-risking concentrated stock via harvesting, exchange funds, CRUTs, and Section 351

Podcasts & Media

De-Risking Chonky Stock Positions with Tax-Loss Harvesting, Exchange Funds, CRUTs, and Section 351 Conversion

Sep 21, 2025

Cartoon of the tax-free endowment model breaking down once taxes hit a private taxable portfolio

Podcasts & Media

Taxes mess up the endowment model

Sep 12, 2025

Cartoon comparing the gen AI WealthTech hype to the earlier blockchain wave, WealthTech entering stache-mode

Tax-Aware Long-Short

Future Proof: Gen AI is the biggest thing since blockchain

Sep 10, 2025

Cartoon presenting a tax-aware long/short reading list tracing back to the 1973 Black-Scholes paper

Tax-Aware Long-Short

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

Aug 26, 2025

Podcast cover for the Not Advice episode with Nick Maggiulli on The Wealth Ladder's six wealth stages

Podcasts & Media

Climbing The Wealth Ladder With Nick Maggiulli

Aug 21, 2025

Nick Maggiulli's Wealth Ladder showing tax mistakes growing costlier at each wealth level

Podcasts & Media

"The cost of tax mistakes increase tenfold with every new wealth level"

Aug 19, 2025

Cartoon of rotation ETFs keeping capital compounding to sidestep the tax drag of traditional fixed income

Podcasts & Media

The end of fixed income with F/m's CEO

Aug 17, 2025

Podcast cartoon on holding too much company stock and weighing selling, hedging, and exchange funds

Podcasts & Media

Holding Too Much Company Stock?

Aug 16, 2025

Podcast cover for the Not Advice episode on RSUs, vesting, and concentrated company stock risk

Podcasts & Media

Avocado Orchard: RSUs, Vesting, and Too Much Company Stock

Aug 13, 2025

Spaceballs-themed graphic on the IRS Data Book reporting $5.1 trillion in FY2024 gross revenue

Podcasts & Media

Spaceballs and the IRS data book are here

Jun 13, 2025

Cartoon urging readers to skip the Trump-Musk feud and read a tax-aware investing roundup instead

Podcasts & Media

Trump/Musk cage match is boring. Read about taxes instead

Jun 6, 2025

Cartoon header for a tax-week edition mixing curated tax memes with news for advisers

Podcasts & Media

Tax memes and news - tax week edition

Apr 18, 2025

ETF return of capital distributions granting investors rare access to portfolio basis

ETF return of capital distributions have a weird tax perk no one talks about

Apr 13, 2025

Cartoon of an RIA aggregator dwarfing wirehouses where $50 billion AUM no longer counts as a whale

Podcasts & Media

Where $50 billion AUM isn't a whale

Feb 23, 2025

Cartoon roundup of taxable-wealth news led by Parametric expanding its Custom Active SMA strategies

Direct Indexing

Parametric grows its support for active strategies - taxable wealth weekly

Jan 31, 2025

Cartoon accompanying an FAQ on seeding an ETF in-kind featuring Meb Faber's Cambria Tax Aware ETF

Podcasts & Media

Seeding an ETF In-Kind: FAQs and Video with Meb Faber and Pat Cleary

Oct 27, 2024