Why subscribe?

Tax Alpha Insider is the only publication focused on taxable portfolio strategy.

I write about:

  • ETF taxation

  • Direct indexing

  • Tax-aware long-short (e.g., 130/30)

  • Single-stock concentration solutions

My audience

Mostly advisers and sub-advisers serving HNW families who want to:

  • Keep up with the latest in taxable portfolio management

  • Understand tax strategy through examples and illustrations

  • Know the vendors delivering state-of-the-art tax products

Who am I?

I am Brent Sullivan, a taxable wealth consultant and software developer.

Connect with me on LinkedIn

Quick bio

  • Studied financial engineering at Cornell

  • Worked on PIMCO’s trading floor

  • Worked as a software developer at Parametric

  • Worked as a DevOps engineer at Zillow Group

  • Raised money as a VC-backed founder

  • Started my taxable product marketing and strategy consultancy, Tax Alpha, LLC in Dec 2023

  • Live in Seattle, WA with my wife, two boys, and our yellow Lab named Ace

Subscribe to Tax Alpha Insider

The latest in taxable portfolio strategy, including ETF taxation, tax-aware long-short, and single-stock solutions.

People

👋 I write about taxable portfolio strategy for HNW investors 💸