Frequently Asked Questions

Got questions about Section 351 conversions? We have answers.

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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.

Frequently Asked Questions

What is a Section 351 ETF conversion?

How is this different from just selling and reinvesting?

How is this different from a pooled exchange fund?

Are my capital gains eliminated?

What happens to my original cost basis?

What companies or stock positions qualify?

Is there a minimum position size?

How long does the process take?

What does "advisory-led" mean?

Is this legal? Is this a loophole?

Still have questions?