HeyJaredTax Alpha Insider
Taxable portfolio strategy: ETF taxation, direct indexing, tax-aware long-short, single-stock de-risking (exchange funds, charitable strategies, VPFs, etc.)
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 13, 2026
Latest issues
IRS names "subject transactions" and rules against abusive §351 ETF conversions [annotated] (opens the original)
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The latest episode of The Albatross is about Exchange Fund
IRS names "subject transactions" and rules against abusive §351 ETF conversions [annotated] (opens the original)
Interactive Brokers on the Record: Why Tax-Aware Advisors are Taking a Closer Look at IBKR (opens the original)
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Replicating an exchange fund using options and a brokerage account (opens the original)
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<img alt="Replicating an exchange fund using options and a brokerage account" src="https://storage.ghost.io/c/62/a7/62a7f847-3269-4825-b59c-a39b8b2d4251/content/images/2026/09/first-you
Long/short: top 5 categories of questions ~340 advisers asked on a webinar yesterday (opens the original)
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<img alt="Long/short: top 5 categories of questions ~340 advisers asked on a webinar yesterday" src="https://storage.ghost.io/c/62/a7/62a7f847-3269-4825-b59c-a39b8b2d4
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