The “Look-Through” Rule: A Closer Look at ETF Diversification in 351 Exchanges
Section 351 of the Internal Revenue Code offers a powerful tax-deferral tool for investors seeking to diversify their portfolios without...
ETF Issuers
ETF issuers take part in a 351 exchange by working with investors and financial advisors managing Separately Managed Accounts (SMAs) with unrealized gains.
Sign Up Here
Let Us Know About The ETFs You Are Launching
We invite you to collaborate with our platform to introduce your upcoming ETF launches. Please provide comprehensive details about your ETFs, including investment style and target assets under management (AUM). By submitting your contact information, we can connect you with investors who are actively seeking funds like yours. This strategic partnership ensures your ETFs are matched with the right audience, enhancing the potential for success. We look forward to facilitating your ETF launch and achieving mutual growth.
Enter Your Information Here
Still Have More Questions About Section 351 Conversions?
Here is an introduction to everything you need to know about IRS Section 351 Conversions from Cambria.
Read our Latest Research
A Tax Loophole for the Elite: How the Wealthy Can Avoid Capital Gains Indefinitely
The US tax code, with its myriad rules and regulations, can seem like a labyrinth designed to confound the average...
Insurance Against Tax Claims From IRS for 351 Conversion
Shielding Against 351 Conversion Risks with Tax Liability Insurance Navigating the world of taxes can be like walking through a...