Long Only Is Lazy: Advisor Use Cases for Tax-Aware Long-Short

Traditional long-only equity strategies may grow wealth, but they often leave material tax advantages on the table. In today’s environment, advisors need tools that help clients grow and optimize their tax exposure. Come join Brent Sullivan from Tax Alpha Insider as he moderates a discussion about Tax Aware Long short investing. Brent has been a leading voice in this field and you will want to hear his take on how advisors create tax value for clients.

What you'll learn:

• The definition and evolution of Tax-Aware Long-Short (TALS) investing strategies
• How Tax-Aware Long-Short strategies unlock ongoing tax alpha
• Real-world advisor use cases: Using continuous tax-loss harvesting opportunities to offset the taxable liabilities generated by liquidity events, Roth conversions, trading strategies, and executive compensation
• How Burney’s unique 130/30 implementation strives to deliver both return alpha and tax alpha