“A section 351 exchange is a gain-deferral strategy—it does not eliminate the gains,” said Rafia Hasan, chief investment officer at Perigon Wealth Management in Chicago. “Selling the ETF will still ...
NEW YORK, Sept. 17, 2025 /PRNewswire/ -- Investors sitting on appreciated assets are seeding Exchange Traded Funds (ETFs) via a section 351 ETF Exchange, as they look to defer capital gains taxes, ...
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How wealthy investors use ETFs to skirt capital gains taxes. The strategy is 'like magic,' advisor says
Wealthy investors avoid capital gains taxes by using a 351 conversion to transfer profitable assets to an exchange-traded fund. The strategy seeds ETFs before launch, and the original investor defers ...
Cambria Investment Management, an innovator in quantitative investment strategies and tax-aware solutions, and ETF Architect, a trusted partner for fund managers launching ETFs and known for its ...
Investors with Qualifying Portfolios Can Contribute Highly Appreciated Securities Ahead of September Launch in Exchange for ETF Shares — Without Triggering Immediate Capital Gains Taxes MANHATTAN ...
MANHATTAN BEACH, Calif.--(BUSINESS WIRE)-- Cambria Investment Management, a leading quantitative asset management firm, and ETF Architect, a trusted partner for fund managers launching ETFs, today ...
MANHATTAN BEACH, Calif.--(BUSINESS WIRE)-- Cambria Investment Management, a leader in quantitative, systematic investment solutions, in partnership with ETF Architect, today announced the launch and ...
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