Why ‘Tax Alpha’ Is Silicon Valley’s New Obsession
Brent Sullivan, a Seattle-based author of an influential newsletter on taxes and personal finance for the wealthy, got an urgent call last month from a longtime SpaceX employee. The employee was sitting on a tidy nest egg from their newly public SpaceX stock and thinking about how to liquidate tens of millions of dollars in shares without incurring a hefty tax bill. Sullivan, who calls his newsletter “Tax Alpha Insider,” talked with the SpaceXer about the nuances of an increasingly popular...