# 351 Exchange

> Diversify Your Portfolio Tax Deferred


## Posts

- [The $5.0 Trillion Sitting in Your Clients' Statements](https://351exchange.com/the-5-0-trillion-sitting-in-your-clients-statements/): You already know these clients. The founder who never sold. The executive with two decades of vested grants.
- [Section 351 Exchange Eligible Assets List](https://351exchange.com/section-351-exchange-eligible-assets-list/): The single biggest stumbling block in a Section 351 ETF conversion is not the tax code. It is the asset list.
- [ETP Forum: Experts Navigate Multi-Share Classes and Section 351 Exchanges](https://351exchange.com/etp-forum-etf-legal-share-class-panel-351-exchanges/): New York, NY — As the global Exchange-Traded Product (ETP) industry surpasses the $10 trillion asset milestone, the mood at the 14th Annual ETP Forum was one of cautious optimism.
- [ExchangiFi: Revolutionizing Asset Management with 351 Exchanges](https://351exchange.com/exchangifi-revolutionizing-asset-management-with-351-exchanges/): In the latest episode of Toews Asset Management’s investor education series, The Crux, Eben Burr interviews Matt Bucklin to explore how ExchangiFi is transforming the asset management industry.
- [ETF Edge: Tax Efficient 351 Exchanges Astoria Advisors LCOR Opportunity](https://351exchange.com/cnbc-etf-edge-tax-efficient-351-exchange-astoria-advisor-lcor/): Astoria portfolio advisors COO & head of ETFs Bruce Lavine sit down with CNBC’s Leslie Picker to discuss new strategies for investors looking to diversify while still trying to stay tax efficient, and their new opportunity for a 351 exchange into their LCOR ETF.
- [Trust Participation in Section 351 Tax-Free Exchanges: A Comprehensive Analysis](https://351exchange.com/trust-participation-section-351-tax-free-exchanges-analysis/): Section 351 of the Internal Revenue Code represents one of the most valuable tax planning tools available for corporate transactions, allowing for the tax-free transfer of property to a corporation in exchange for stock.
- [Heartbeat Trades: The Tax-Efficient Secret Behind ETF Rebalancing](https://351exchange.com/heartbeat-trades-tax-efficient-secret-behind-etf-rebalancing/): In the complex world of exchange-traded funds (ETFs), a sophisticated strategy known as "heartbeat trades" has been quietly revolutionizing how these investment vehicles manage their portfolios while maximizing tax efficiency.
- [How Smart Investors Use ETFs to Defer Taxes When Rebalancing Their Portfolios](https://351exchange.com/how-smart-investors-use-etfs-to-defer-taxes-to-rebalance/): If you're managing a large investment portfolio, you've probably faced this dilemma: your investments have grown significantly, but they're no longer balanced the way you want.

## Pages

- [Do Not Sell or Share My Personal Information](https://351exchange.com/do-not-sell-or-share/): Please complete the form below to submit your request to opt out of the sale or sharing of your personal information.
- [Cookie Policy](https://351exchange.com/cookie-policy/): This page provides comprehensive information about how we use cookies on our website to enhance your browsing experience, improve website performance, and deliver personalized content.
- [Services](https://351exchange.com/exchangifi-services/): End-to-end software and expert services to simplify, structure, and execute seamless Section 351 tax-free exchanges into ETFs.
- [Contact Us](https://351exchange.com/contact-us/): Contact our team for general inquiries, support, or partnership opportunities.
- [Faqs](https://351exchange.com/faqs/): The following section addresses key questions regarding Section 351 exchanges into ETFs. For further clarification, please contact our team.
- [ETF Launches](https://351exchange.com/syndicated-351-etf-launches/): The latest ETF debuts across the Section 351 ecosystem. All links lead directly to official issuer press releases.
- [Investors](https://351exchange.com/investors-registered-investment/): Empowering wealth managers and family offices with sophisticated, tax-efficient ETF conversion strategies tailored for high-net-worth portfolios.
- [ETF Issuers](https://351exchange.com/etf-issuers-asset-managers/): ETF issuers launching a syndicated ETF with IRS section 351 exchange assets, please reach out to get in front of hundreds of investors and advisors.
- [Home](https://351exchange.com/): Step-by-step guidance on structuring, filing, and completing Section 351 exchanges. Built for financial advisors who need to get it right the first time.
- [351 Guides](https://351exchange.com/section-351-guides/): Guides, news, and research to help financial advisors navigate Section 351 exchanges with confidence.
- [Disclaimers & Disclosures](https://351exchange.com/disclaimers-disclosures/): 351Exchange.com is an informational website operated by ExchangiFi.com.
- [Terms of Service](https://351exchange.com/terms-of-service/): Thank you for your interest in ExchangiFi, LLC ("ExchangiFi," "we," "us," or "our").
- [Privacy Policy](https://351exchange.com/privacy-policy/): Thank you for your interest in ExchangiFi, LLC ("ExchangiFi," "we," "us," or "our").

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