How Smart Investors Use ETFs to Defer Taxes When Rebalancing Their Portfolios
If you're managing a large investment portfolio, you've probably faced this dilemma: your investments have grown significantly, but they're no
A Section 351 exchange allows investors to transfer appreciated assets into a newly created ETF without triggering immediate capital gains taxes, provided the portfolio meets diversification requirements and the contributor maintains at least 80% control post-exchange. This tax-efficient structure is particularly valuable for investors with concentrated positions or SMAs seeking to reposition without taxable rebalancing.
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A Section 351 exchange allows investors to transfer appreciated property to a corporation in exchange for stock without recognizing gain, provided the transferors control at least 80% of the corporation immediately after the exchange.
Firm’s Inaugural Fund Leverages the “351 Exchange” Rule to Offer Tax-Deferred Diversification for Holders of Long-Held, Low-Basis Equities
Joins TAX as Cambria’s Second 351 Exchange. ETF provides diversified, global exposure inspired by endowment-style investing strategies.
Exchange Traded Concepts (ETC), a leader in providing innovative ETF solutions, is delighted to introduce the new lineup of Bluemonte ETFs: Bluemonte Dynamic Total Market ETF
If you're managing a large investment portfolio, you've probably faced this dilemma: your investments have grown significantly, but they're no
In the complex world of exchange-traded funds (ETFs), a sophisticated strategy known as "heartbeat trades" has been quietly revolutionizing how
Section 351 of the Internal Revenue Code represents one of the most valuable tax planning tools available for corporate transactions,