...before jumping into Section 351 stuff, I'm hosting a mini-conference at a brewery in Seattle on Nov 18, 2026. 👇👇👇
I started covering Section 351 transfers in late 2024. Matt Zenz launched his ETF in early 2025 (I covered it then).
We've each tracked Section 351 seedings since, so we're teaming up for a webinar to compare notes.
Register for the Wed, Nov 4, 2026 11:00 AM PT webinar.
While I do not advise, and strongly suggest engaging with tax counsel about any particular transaction, I have some basic diligence guidelines following Treasury's Notice 2026-62 and Rev. Rul. 2026-20. TL;DR: