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Make sure to reach out if you have any questions about a 351 conversion into an ETF or other related questions.

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351 Conversion connects investors with ETF issuers to participate in an IRS code 351 exchange and diversify low cost basis stocks and SMAs into new ETF issues without paying capital gains.

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This information is for informational purposes only and should not be considered as financial, tax, or legal advice. Always consult with a qualified professional before making any decisions related to your finances or legal matters.

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