Brent Sullivan of Tax Alpha Insider - Should the Tax Tail Wag the Dog?

Orion's The Weighing Machine - A podcast by Orion Portfolio Solutions

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This week, Rusty Vanneman and Robyn Murray talk with Brent Sullivan, Founder of Tax Alpha Insider. In this episode, we will discuss trends in taxable wealth including ETF tax innovation and the introduction of seeding ETFs, in kind, using something called section 351 conversions.

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