Taxable Wealth
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Wednesday, June 17, 2026
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Made in Seattle
As seen in
Stock Gains Without All the TaxesThe Wall Street Journal
351-Exchange ETFs: A Growing Tax ToolBloomberg
The 351 ETF ConversionBarron’s
The ETF Tax Loophole Wall Street Is ExploitingMorningstar
Tax Optimization Could Change the Endowment ModelCIO
An ETF With Tax Benefits on SteroidsFinancial Advisor Magazine
Section 351 Conversion ETFs Promote Tax StrategyFinancial Planning
Section 351 Exchanges: Tax-Efficient ReallocationKitces
Should the Tax Tail Wag the Dog?The Weighing Machine
Wall Street Helps Rich Investors Cut Tax BillsBloomberg
The ETF Tax Loophole Wall Street Is ExploitingMorningstar
Tax Optimization Could Change the Endowment ModelCIO
An ETF With Tax Benefits on SteroidsFinancial Advisor Magazine
Section 351 Conversion ETFs Promote Tax StrategyFinancial Planning
Section 351 Exchanges: Tax-Efficient ReallocationKitces
Should the Tax Tail Wag the Dog?The Weighing Machine
Wall Street Helps Rich Investors Cut Tax BillsBloomberg
Too much of a good thing
Single asset risk
Strong fit
Partial fit
Weak fit
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Basic orientation, not tax, legal, or investment advice. The scores are one analyst's read of typical tradeoffs, not your facts.
Latest
When a stock donation might be taxed like a sale
When an acquisition turns a stock into cash before the deal actually closes
Some source articles from Basis Northwest 2026
How options on SPY and SPX are taxed
SALT in the Washington State Wound
Basis Northwest 2026: self-selected
Basis Northwest 2026: Day 1 Notes
Long/short: alpha acts like a cash infusion
Float Quest
IPO Pipeline
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The Float Map
Each float by its most-recent filing date · bubble area = valuation, or offering size for SPACs, funds & not-yet-priced deals · solid = priced
Filed
Amending
Effective
Priced
Lock-up
Live from float.quest · source: SEC EDGAR. A Tax Alpha Insider project. Estimates, not announcements.
Recent
Variable Prepaid Forward vs. Collar/Margin Loan
Is the risk well compensated?
Where kids are learning how to short stocks
Tax-loss harvesting in wacky Washington State
Long/short: No one is talking about "coordinated deleveraging"
Taxable memes and "coordinated deleveraging"
The tax advantages of a qualified covered call
Erkko Etula on concentrated stock risk at Basis Northwest 2026
America turns 250 · 1776–2026 🇺🇸
Fifty states, fifty tax personalities
…
Wait, there's more
long/short: recent Avis squeeze looks like a famous 2008 squeeze (Pt. 2)
Long/short: Schwab's margin risk addendum is worth reading
Basis Northwest 2026 is sold out, but...
Long/Short: The asymmetric risk in short positions
Tax-aware long/short grows to $150+ billion AUM
Basis Northwest 2026: Agenda
Long/Short: Avis Short Squeeze (Pt. 1)
Long/short: Schwab apparently limiting adviser access
ETF in-kind pipeline
Schwab: long/short "not a balance sheet capital-intensive type of activity"
Tax Alpha Insider is pivoting to AI infrastructure
Futures in RICs are kind of a bummer... for now.
Basis Northwest 2026 will be co-hosted by...
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
Live · 351.tax
The Section 351 ETF boom
…Funds live
…Current AUM
…Deferred gains
…In the pipeline
Funds launched by year, plus the pipeline
Live from 351.tax. The dashed segment on 2026 is the pipeline: funds filed but not yet launched. Explore every fund ↗