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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Every single time that they do that, they're incurring capital gains.

And so is there a way to defer that capital gains bill?

And there is using tax loss harvesting.

And that's a simple strategy.

We're just trying to net losses and gains.

And what that does is not eliminate the tax bill.

It just pushes it into the future.

And as you push it into the future, you can think about it as like a free loan from the government.

And it grows faster than the time value of money.

It grows at the portfolio value.

So that's oftentimes highly valuable.

So this is really an institutional lending example.

And so the way that it works is you have prime brokers.

Prime brokers generally only serve hedge funds and things like that, large family offices.

So now we're talking about a private wealth thing.

This is totally different.

It requires a different solution.

So we're talking about Fidelity and Schwab and the prime services that they have inside of their custodian services.

broker overall platforms.

So that's really who's lending again.

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