Tax
Oct. 7, 2026
The real value of tax-aware long/short investing, part 2: Why a whole-portfolio review is essential
Tax-aware long/short investing can be a powerful planning tool, but effective implementation requires a whole-portfolio review of overlapping tax rules, investment risks, costs and the investor's broader circumstances.
Mohan Ananda
Mohan Ananda is a California attorney, entrepreneur, author and family-office executive. He practiced corporate and intellectual-property law for approximately four decades and has founded and advised public and private companies. His writings address entrepreneurship, technology, wealth stewardship and multigenerational legacy planning.
Tax-aware long/short investing can create valuable capital-loss harvesting opportunities for investors who regularly realize significant gains. But the tax result shown in a manager's presentation is not necessarily the tax result that will appear on the investor's return.
The Internal Revenue Code contains overlapping rules governing wa...
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