351Conversion.com

Category: 351 Exchange

Everything about a IRS Code 351 Tax Free Exchange. Under Code Section 351(a), there is no recognized gain or loss if property is transferred to a corporation by one or more persons solely in exchange for stock in such corporation and immediately after the exchange such person or persons are in “control” (as defined in Section 368(c)) of the corporation. For example, individual SMA investors will contribute securities to a newly formed ETF in exchange for shares of the ETF.

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

The Crux, Toews Asset Management’s investor education series, Eben Burr sits down with Matt Bucklin

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

selling $4 million in TSLA Tesla stock to diversify tax free using 351

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. […]

Meb Faber and Eben Burr Discuss Potential of 351 ETF Exchanges

351 ETF Exchange unlock value for your clients

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 […]