Brent Sullivan
Editor of Tax Alpha Insider and independent tax analyst focused on taxable portfolio strategy, concentrated position management, and practical tax planning for investors.
Top 3 podcasts with Brent Sullivan
Ranked by the Snipd community
15 snips
Mar 5, 2026 • 38min
Structuring Portfolios for After-Tax Efficiency
Brent Sullivan, independent industry analyst and author of Tax Alpha Insider who advises on tax-aware portfolio design for high-net-worth families. He breaks down tax loss harvesting frameworks and using volatility as opportunity. He explains coordinating tax-aware structures across households and entities. He covers direct indexing, crypto quirks, leverage to amplify tax alpha, and tech needed to monitor lots and wash sales.
13 snips
Mar 13, 2026 • 59min
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622
Wes Gray, Co-CIO of Alpha Architect known for ETF and portfolio design, and Brent Sullivan, tax analyst and editor of Tax Alpha Insider, tackle concentrated stock playbooks. They break down 351 ETF seeding, IRS diversification tests, regulatory risks, and practical steps for tax-aware rebalancing. They also explore the rise of tax-managed long-short strategies and how AI could reshape tax planning.
13 snips
Feb 6, 2026 • 27min
Ins & Outs of Long Short Direct Indexing
Brent Sullivan, a tax and wealth planning pro for high-net-worth clients and organizer of Basis Northwest, breaks down long-short direct indexing. He explains how it differs from long-only strategies. The conversation covers tax-loss harvesting stories, financing and margin mechanics, who benefits most, and the operational and jurisdictional risks to watch.
