Brent Sullivan

speaker

332 appearances 1 recordings 1 series first heard Jul 2026 last heard 19 Jul

Brent Sullivan’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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WSJ's Take On the Week · How This $150B+ Wall Street Strategy Could Lower Your Taxes · 19 Jul 2026 podcast

It's a pleasure to be here.

Well, I think about tax management as three different things.

The first one is the thing that you invest in.

And so that could be stocks, bonds, real estate, et cetera.

The second thing is location, where you put the thing.

It could be in a taxable brokerage account.

It could be in a tax-advantaged IRA, Roth IRA.

It could be in your estate or out of your estate.

So that's where you put the thing.

And then the third thing is the timing.

And the timing is like if you have a real estate asset and you're depreciating it.

or if you have a direct indexing portfolio and you're realizing tax losses and you're deferring taxable gains, all of those things together, again, the investment

the location, and then the timing.

That, in my mind, everything you can do around those things is tax management.

I mean, it's federal, state, estate.

Those are your location, location, locations.

Well, so tax-aware long-short is really an extension or a combination of two different things.

One, it is the direct indexing, individual securities approach to portfolio construction that allows you to sell losers, again, like you said, Telus, bank those losses, store them on the household balance sheet, and then deploy them later against capital gains.

So you want to net those two.

Now, what's new about tax-aware long-short is

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