How To Sell $4 Million Tesla Stock Without Capital Gains Tax

Key Takeaways Congratulations! Riding the Tesla stock (TSLA) wave to a $4 million position is an impressive feat. For whatever reason, political, concentration risk, you saw chair of Tesla’s board, Robyn Denholm sold $530 million of $TSLA, or some other reason you want out but you don’t want to trigger a massive capital gains tax bill. […]
Put Land into an ETF Tax-Free With IRS Section 351 Exchange

You might have heard about a new IRS ruling that makes it easier to contribute land to a corporation without immediately paying taxes. This is true: the IRS confirmed that land counts as “property” under a specific tax rule (Section 351). This means if you transfer land to a company you control, you can generally […]
Meb Faber and Eben Burr Discuss Potential of 351 ETF Exchanges

This excerpt from the “Crux” podcast features Meb Faber discussing the impact of 351 exchanges on the ETF landscape, comparing them to the familiar 1031 real estate exchange for tax deferral. He highlights how these exchanges offer a solution for investors with significant capital gains in appreciated stocks or ETFs who are reluctant to sell due to potential tax […]