[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TaxAlphaInsider Brent Sullivan Brent Sullivan posts on X about capital gains, cancelled, live on, cash flow the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1694420991773143040/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +75% - X Months XXXXXXX +239% ### Mentions: XX [#](/creator/twitter::1694420991773143040/posts_active)  - X Week XX +39% - X Month XX +63% - X Months XXX +467% ### Followers: XXXXX [#](/creator/twitter::1694420991773143040/followers)  - X Week XXXXX +2.50% - X Month XXXXX +8.10% - X Months XXXXX +159% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1694420991773143040/influencer_rank)  ### Social Influence [#](/creator/twitter::1694420991773143040/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [capital gains](/topic/capital-gains) 2.78%, [cancelled](/topic/cancelled) 1.39%, [live on](/topic/live-on) 1.39%, [cash flow](/topic/cash-flow) 1.39%, [fed](/topic/fed) 1.39%, [money](/topic/money) 1.39%, [work for](/topic/work-for) 1.39%, [stocks](/topic/stocks) 1.39%, [positions](/topic/positions) 1.39%, [losses](/topic/losses) XXXX% **Top accounts mentioned or mentioned by** [@alphaarchitect](/creator/undefined) [@mebfaber](/creator/undefined) [@davenadig](/creator/undefined) [@grok](/creator/undefined) [@jonluskin](/creator/undefined) [@hml_compounder](/creator/undefined) [@wjpoulin](/creator/undefined) [@thek93692409](/creator/undefined) [@frazerrice](/creator/undefined) [@bdkoepke](/creator/undefined) [@mstarbenjohnson](/creator/undefined) [@elhroz](/creator/undefined) [@syouth1](/creator/undefined) [@jonpildis](/creator/undefined) [@ggsiii](/creator/undefined) [@ptuomov](/creator/undefined) [@foremantaxlaw](/creator/undefined) [@mattzolton](/creator/undefined) [@deathstripmall](/creator/undefined) [@econompic](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1694420991773143040/posts) --- Top posts by engagements in the last XX hours "Capital gain/loss basics on one slide. I made this a few months ago for a project that was cancelled. Completely forgot about it. The idea was to keep building toward more complex stuff none of which makes sense without knowing this cold" [X Link](https://x.com/TaxAlphaInsider/status/1978562408768852218) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-15T20:43Z 1261 followers, XXX engagements "Most people have no idea there's a secondary market for CRT income interests. @wealthandlaw is one of my favorite pods. Nerdy. But that's how I like it" [X Link](https://x.com/TaxAlphaInsider/status/1978853476424626191) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-16T16:00Z 1257 followers, XXX engagements "Sell it wrap it hedge it cash it gift it swap it hold - combine it. solving single-stock risk with tax in mind is tricky. My big bad list of 20+ single-stock diversification strategies is live on my blog (link in profile). These solutions are hard enough to understand and model and it's a separate thing entirely to execute and monitor. Choose the right partner carefully The easiest solution of all is of course selling the chonky position and moving on with your life. That's the modeling and "is it worth it" benchmark to beat. Have a great Sunday. Mariners at X PM PT 🔱🔱🔱" [X Link](https://x.com/TaxAlphaInsider/status/1979897067565617582) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-19T13:07Z 1260 followers, XXX engagements "The biggest risk to borrowing via box spreads may be the borrower. Two weird risks come to mind. 1) Duration mismatch: mismatch of use vs. cash flow needs 2) Use of funds risk: refinancing/default risk if user cant repay loan There are systemic risks that are harder to grok and rare and likely have a Fed put since OCC is a SIFMU but the user error stuff is far more likely and bad. Vendors in this space have an opportunity to educate investors and advisers and give them tools to plan and manage risk. My latest blog says more" [X Link](https://x.com/TaxAlphaInsider/status/1970472718509261129) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-09-23T12:58Z 1258 followers, XXX engagements "Yes. you might get some extra income from securities lending. but dividends paid by lent securities likely won't be qualified anymore. So. You make some money. But is it enough to offset the tax For really large-cap low-fee lending. my guess is keeping the dividend qualified nearly always outweighs securities lending revenue. I do this kind of work for fun. You should hire me. or just subscribe to my blog" [X Link](https://x.com/TaxAlphaInsider/status/1976052311605825569) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-08T22:29Z 1258 followers, 1781 engagements "Diversifying concentrated stocks w/ tax-aware long/short: Go big (more leverage) or go. choose another strategy Investors with giant concentrated positions (=80% according to AQRs research) may be better off (i.e. quicker diversification) with either: 🌟 more leverage or. 🌟 another strategy entirely (my conclusion) Check out the infographic I cobbled together based on some assets from AQR's paper. Tax-aware long/short may take a loooong time to diversify a highly-concentrated position at 150/50 or lower leverage. Maybe longer than an exchange fund's 7-year lockup period. So while considering" [X Link](https://x.com/TaxAlphaInsider/status/1976635325499019367) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-10T13:06Z 1259 followers, 1235 engagements "This is weird: Mutual fund and ETF distributions of short-term capital gains are taxed as ordinary income. This means net short-term capital gains distributions cannot be offset with capital losses generated by say plain 'ole tax-loss harvesting. This seems so foundational that I'm surprised I don't hear about it more often. My blog on this ships tomorrow. Link in profile" [X Link](https://x.com/TaxAlphaInsider/status/1976997713699864820) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-11T13:06Z 1259 followers, 4113 engagements "People love telling me their wackadoo tax strategies. And I like hearing about them. But diligence begins with risk and reward which includes suitability diversification markets managers and much more. Once that's done THEN take a look at everything again after fees financing and taxes. This seems obvious but the investment has to make sense before and after tax" [X Link](https://x.com/TaxAlphaInsider/status/1978085128216903846) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-14T13:07Z 1259 followers, 1262 engagements "@TheCinesthetic Get Shorty. John Travolta feeding Steven Tyler lines. Love Actually. Nearly every scene" [X Link](https://x.com/TaxAlphaInsider/status/1979960717517439194) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-19T17:19Z 1259 followers, XXX engagements "Add tax equalization to your mutual fund and ETF diligence checklist. Tax equalization used by mutual funds and ETFs protects long-term investors. Without it (or some other mitigation) remaining investors generally pay more tax sooner. Tomorrow's blog goes deep. Link in profile" [X Link](https://x.com/TaxAlphaInsider/status/1978162898817241152) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-14T18:16Z 1260 followers, XXX engagements "Mutual fund and ETF short-term capital gains distributions are taxed as ordinary income. 🤯 The reactions to this statement have been interesting: That's obvious (you brent sullivan are a dummy) That's wrong (you brent sullivan are a dummy) That doesn't happen in practice (it does) The numbers are too small to bother (it depends) My latest blog gets into the weeds and shows how this works. Link in profile. For a little preview mutual fund and ETF short-term capital gains are reported on 1099-DIV box 1a (Ordinary Dividends). They flow to Form 1040 and do not intersect with Schedule D gains and" [X Link](https://x.com/TaxAlphaInsider/status/1977360101557043289) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-12T13:06Z 1260 followers, 1645 engagements "You gotta do something about that chonky stock position but what Selling today is easiest. You pay tax (federal state local) which is essentially the price of simplicity. Then there are the 20+ solutions ranging from options exchange funds charitable trusts tax-loss harvesting on and on. Some get you diversified right away (e.g. exchange fund). While others help you retain some upside potential (e.g. collar gradual tax-loss harvesting) And others get you partway there (e.g. direct indexing and Section XXX conversion to ETF). See my latest blog for more detail (link in profile). When in doubt" [X Link](https://x.com/TaxAlphaInsider/status/1980255681039982894) [@TaxAlphaInsider](/creator/x/TaxAlphaInsider) 2025-10-20T12:52Z 1261 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TaxAlphaInsider Brent Sullivan
Brent Sullivan posts on X about capital gains, cancelled, live on, cash flow the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +75%
- X Months XXXXXXX +239%
Mentions: XX #
- X Week XX +39%
- X Month XX +63%
- X Months XXX +467%
Followers: XXXXX #
- X Week XXXXX +2.50%
- X Month XXXXX +8.10%
- X Months XXXXX +159%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% celebrities XXXX%
Social topic influence capital gains 2.78%, cancelled 1.39%, live on 1.39%, cash flow 1.39%, fed 1.39%, money 1.39%, work for 1.39%, stocks 1.39%, positions 1.39%, losses XXXX%
Top accounts mentioned or mentioned by @alphaarchitect @mebfaber @davenadig @grok @jonluskin @hml_compounder @wjpoulin @thek93692409 @frazerrice @bdkoepke @mstarbenjohnson @elhroz @syouth1 @jonpildis @ggsiii @ptuomov @foremantaxlaw @mattzolton @deathstripmall @econompic
Top Social Posts #
Top posts by engagements in the last XX hours
"Capital gain/loss basics on one slide. I made this a few months ago for a project that was cancelled. Completely forgot about it. The idea was to keep building toward more complex stuff none of which makes sense without knowing this cold"
X Link @TaxAlphaInsider 2025-10-15T20:43Z 1261 followers, XXX engagements
"Most people have no idea there's a secondary market for CRT income interests. @wealthandlaw is one of my favorite pods. Nerdy. But that's how I like it"
X Link @TaxAlphaInsider 2025-10-16T16:00Z 1257 followers, XXX engagements
"Sell it wrap it hedge it cash it gift it swap it hold - combine it. solving single-stock risk with tax in mind is tricky. My big bad list of 20+ single-stock diversification strategies is live on my blog (link in profile). These solutions are hard enough to understand and model and it's a separate thing entirely to execute and monitor. Choose the right partner carefully The easiest solution of all is of course selling the chonky position and moving on with your life. That's the modeling and "is it worth it" benchmark to beat. Have a great Sunday. Mariners at X PM PT 🔱🔱🔱"
X Link @TaxAlphaInsider 2025-10-19T13:07Z 1260 followers, XXX engagements
"The biggest risk to borrowing via box spreads may be the borrower. Two weird risks come to mind. 1) Duration mismatch: mismatch of use vs. cash flow needs 2) Use of funds risk: refinancing/default risk if user cant repay loan There are systemic risks that are harder to grok and rare and likely have a Fed put since OCC is a SIFMU but the user error stuff is far more likely and bad. Vendors in this space have an opportunity to educate investors and advisers and give them tools to plan and manage risk. My latest blog says more"
X Link @TaxAlphaInsider 2025-09-23T12:58Z 1258 followers, XXX engagements
"Yes. you might get some extra income from securities lending. but dividends paid by lent securities likely won't be qualified anymore. So. You make some money. But is it enough to offset the tax For really large-cap low-fee lending. my guess is keeping the dividend qualified nearly always outweighs securities lending revenue. I do this kind of work for fun. You should hire me. or just subscribe to my blog"
X Link @TaxAlphaInsider 2025-10-08T22:29Z 1258 followers, 1781 engagements
"Diversifying concentrated stocks w/ tax-aware long/short: Go big (more leverage) or go. choose another strategy Investors with giant concentrated positions (=80% according to AQRs research) may be better off (i.e. quicker diversification) with either: 🌟 more leverage or. 🌟 another strategy entirely (my conclusion) Check out the infographic I cobbled together based on some assets from AQR's paper. Tax-aware long/short may take a loooong time to diversify a highly-concentrated position at 150/50 or lower leverage. Maybe longer than an exchange fund's 7-year lockup period. So while considering"
X Link @TaxAlphaInsider 2025-10-10T13:06Z 1259 followers, 1235 engagements
"This is weird: Mutual fund and ETF distributions of short-term capital gains are taxed as ordinary income. This means net short-term capital gains distributions cannot be offset with capital losses generated by say plain 'ole tax-loss harvesting. This seems so foundational that I'm surprised I don't hear about it more often. My blog on this ships tomorrow. Link in profile"
X Link @TaxAlphaInsider 2025-10-11T13:06Z 1259 followers, 4113 engagements
"People love telling me their wackadoo tax strategies. And I like hearing about them. But diligence begins with risk and reward which includes suitability diversification markets managers and much more. Once that's done THEN take a look at everything again after fees financing and taxes. This seems obvious but the investment has to make sense before and after tax"
X Link @TaxAlphaInsider 2025-10-14T13:07Z 1259 followers, 1262 engagements
"@TheCinesthetic Get Shorty. John Travolta feeding Steven Tyler lines. Love Actually. Nearly every scene"
X Link @TaxAlphaInsider 2025-10-19T17:19Z 1259 followers, XXX engagements
"Add tax equalization to your mutual fund and ETF diligence checklist. Tax equalization used by mutual funds and ETFs protects long-term investors. Without it (or some other mitigation) remaining investors generally pay more tax sooner. Tomorrow's blog goes deep. Link in profile"
X Link @TaxAlphaInsider 2025-10-14T18:16Z 1260 followers, XXX engagements
"Mutual fund and ETF short-term capital gains distributions are taxed as ordinary income. 🤯 The reactions to this statement have been interesting: That's obvious (you brent sullivan are a dummy) That's wrong (you brent sullivan are a dummy) That doesn't happen in practice (it does) The numbers are too small to bother (it depends) My latest blog gets into the weeds and shows how this works. Link in profile. For a little preview mutual fund and ETF short-term capital gains are reported on 1099-DIV box 1a (Ordinary Dividends). They flow to Form 1040 and do not intersect with Schedule D gains and"
X Link @TaxAlphaInsider 2025-10-12T13:06Z 1260 followers, 1645 engagements
"You gotta do something about that chonky stock position but what Selling today is easiest. You pay tax (federal state local) which is essentially the price of simplicity. Then there are the 20+ solutions ranging from options exchange funds charitable trusts tax-loss harvesting on and on. Some get you diversified right away (e.g. exchange fund). While others help you retain some upside potential (e.g. collar gradual tax-loss harvesting) And others get you partway there (e.g. direct indexing and Section XXX conversion to ETF). See my latest blog for more detail (link in profile). When in doubt"
X Link @TaxAlphaInsider 2025-10-20T12:52Z 1261 followers, XXX engagements