Enter your position details below to see exactly how much capital gains you could defer through a Section 351 ETF conversion.
Value retained after taxes
$789,310
Capital gains tax owed
$182,148
Full value preserved
$971,458
Capital gains deferred
$182,148
Your 351 conversion benefit
$182,148
This is the amount you defer — capital that remains working for you instead of going to taxes.
This content is for informational purposes only and does not constitute tax, legal, or investment advice. Section 351 transactions involve complex tax rules and individual circumstances vary significantly. Consult a qualified tax advisor, CPA, or attorney before implementing any tax strategy.
The difference between your current market value and your original cost basis. This is the unrealized capital gain in your position.
The total capital gains tax you would owe at your combined federal and state tax rates if you sold your position today. This is what you would lose to taxes immediately.
The same amount as the estimated tax above. This is the tax bill you defer by using a Section 351 conversion instead of selling today. This capital remains invested and working for you.
The total amount of capital gains tax you defer. This is the amount that stays invested in your diversified ETF instead of going to taxes. Over time, this deferred amount can compound and grow.
This content is for informational purposes only and does not constitute tax, legal, or investment advice. Section 351 transactions involve complex tax rules and individual circumstances vary significantly. Consult a qualified tax advisor, CPA, or attorney before implementing any tax strategy.
Book a discovery call to discuss your specific position and whether a 351 conversion is right for you.
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