VIRTUAL EVENTS
Thinking about a Section 351 conversion? Here’s what you need to know
Section 351 conversions can help transfer appreciated assets into an ETF without triggering immediate capital gains, however it requires careful planning around regulatory compliance, ownership structure, and operations.
Without the proper planning, you risk losing the tax efficiency and setting yourself up for a compliance nightmare, as ETFs have specific recordkeeping and data protocols.
Join the experts at Tidal for an exploration of 351 conversations.
SUMMARY
What you'll learn:
- How to get the structure right from day one.
- What to consider when it comes to ownership, control, and recordkeeping.
- How to prepare your portfolio in advance of conversion to meet diversification thresholds and prevent costly reconstruction.
SPEAKERS
Brittany Christensen
SVP of Business DevelopmentTidal Financial Group
Cinthia Murphy
Director of ResearchVettaFi
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