Tax Alpha Insider
Brent Sullivan, Elie RoznerTaxable portfolio strategy: ETF taxation, direct indexing, tax-aware long-short, single-stock de-risking (exchange funds, charitable strategies, VPFs, etc.)
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 123 | Subscribers | Read | taxalphainsider.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Taxes mess up the endowment model
What I’m reading…
Future Proof: Gen AI is the biggest thing since blockchain
🔴 I’m hosting a webinar with Burney Advisor Services tomorrow on RIA Channel about tax-aware long/short.
Managing short positions is "not a trivial exercise"
✈️ 🏖️ I’ll be at Future Proof 9/7-9/9. See you there?
"ploughing several billion dollars into [ARKK] even for a few days is pretty ballsy"
I’ll be at Future Proof 9/7 - 9/9. See you there?
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Authors
The writers behind this newsletter.
\ud83d\udc4b I write about taxable portfolio strategy for HNW investors \ud83d\udcb8
Independent trader with a passion for tax efficient investing
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