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Investment Strategy

5 Reasons Investors Use a Section 351 Exchange

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5 ways investors use 351 exchange to lower tax bill and diversify

For investors sitting on highly appreciated assets, a Section 351 exchange is a powerful—but often overlooked—tool. It enables investors to contribute assets in-kind to a newly formed Exchange-Traded Fund (ETF), deferring capital gains taxes while gaining the flexibility and tax efficiency of the ETF structure. Here are the five most common reasons investors use this … Read more

ETF Strategies Likely to Attract 351 Exchange Assets

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highly diverse ETF tax-free via a 351 exchange

In today’s market, where many long-term investors hold highly appreciated stock portfolios, the prospect of selling to diversify is often met with the potential of a massive capital gains tax bill. A solution has emerged in the form of the Section 351 ETF Exchange, an innovative application of the U.S. tax code that enables investors … Read more