This is an exciting new opportunity for investors and ETF issuers, bringing better investment products to the exchanges.
Please reach out. If you are a ETF issuers and would like to get matched up with investors looking for your products, or if you are an investor that would like to know about upcoming ETF launches.
We are happy to chat ETFs and 351 Conversions anytime. Please send us an email or call.
Ever thought about using a nifty IRS Section 351 tax free exchange to contribute your cryptocurrency directly to an exciting, new ETF? It’s an intriguing
For investors holding concentrated stock positions or those with significant unrealized gains, diversifying can incur a hefty capital gains tax bill. Enter exchange funds and
Section 351 of the Internal Revenue Code offers a powerful tax-deferral tool for investors seeking to diversify their portfolios without triggering immediate capital gains. This
The US tax code, with its myriad rules and regulations, can seem like a labyrinth designed to confound the average taxpayer and full of tax
Shielding Against 351 Conversion Risks with Tax Liability Insurance Navigating the world of taxes can be like walking through a minefield, especially when dealing with
What is a 351 ETF Conversion? A 351 ETF conversion allows investors to transfer assets into an ETF in exchange for shares without triggering a