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, […]
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 […]