Brent Sullivan is the founder and editor of Tax Alpha Insider, a 3x weekly newsletter focused on taxable wealth planning for high-net-worth and ultra-high-net-worth families. His career includes time on fixed-income trading floors as an analyst, a separate career as a software developer, a brief stint in venture capital, and, as of 2023, as an independent taxable wealth analyst and strategist serving institutions and advisers. Sullivan’s work includes deep investigations into taxable wealth products and risks, as well as discussions with advisers keenly interested in incorporating tax awareness into their practices. His work has appeared in Bloomberg, Financial Planning, Kitces, and other publications. He is active on LinkedIn and the platform formerly known as Twitter.

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