Unlocking Tax-Deferred Growth: How 351 Exchanges Are Reshaping Asset Management

Explore how 351 exchanges unlock tax-deferred growth, enabling ETF seed capital, diversification and long-term compounding without immediate taxes.

351 Exchange Tax Basis
Unlocking Tax-Deferred Growth: How 351 Exchanges Are Reshaping Asset Management

In this episode of The Crux, Toews Asset Management’s investor education series, Eben Burr sits down with Matt Bucklin to explore the groundbreaking potential of ExchangiFi. They dive into how 351 exchanges are poised to revolutionize the asset management landscape—offering ETF issuers a new source of seed capital, empowering investors to diversify without triggering taxes, and enabling long-term compounding through tax deferral. It’s a strategic win-win for both sides of the table. Watch the full conversation to see how this innovative fintech solution is changing the game.

Related Resources

Explore more insights and updates related to this topic.

See all resources
Financial documents on desk representing SEC and IRS compliance rules for ETF 351 conversion eligibility
April 17, 2026

Rules & Regulation

Key SEC and IRS rules for a 351 conversion, including diversification tests, custodial setup, prospectus alignment, and eligibility…