In 1773, a group of fed-up colonists boarded ships in Boston Harbor and threw British tea into the water to protest taxation without representation.
Today, I'm in Seattle. We're handling it differently. No tea, no harbor, but better portfolios.
I'm at Basis Northwest, a two-day conference where every single session is about one thing: keeping more of what you earn.
The agenda tells the whole story:
- Tax-aware long-short
- Box spreads
- Opportunity Zones
- Direct indexing
- Tax policy
- Tax-efficient real estate and private markets
- No-distribution ETFs
- Private placement life insurance
- 351 exchanges
- UPREITs
- Tax-efficient derivatives
- Single asset risk and tax management
If your advisor isn't talking about tax alpha (and most aren't), not just at year-end but as the structural principle of how your money is managed, the gap is larger than most people realize.
Let's talk.
I'd love to walk through what a tax-efficient approach could look like for your specific situation.
Schedule a Call →