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Tax on the beach... see you at Future Proof

Brent Sullivan·
Tax on the beach... see you at Future Proof
I made a 4-pager for beach nerds

I'm speaking at the ETF.com tent. Here is the schedule.

My short... hopefully fun (?) talk will be about the vibe shift in ETF tax efficiency.

There will be memes.

Here's the 4-page booklet I made for attendees (not advice, hire an adviser for personalized guidance, etc.):

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Quoted in WSJ, Bloomberg, and Barron’s. Published in The Journal of Wealth Management.