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Section 351 Exchanges

I co-authored a blog for Kitces about seeding an ETF in-kind

My co-author/sherpa was Ben Henry-Moreland, CFP®, EA

Brent Sullivan·
Cartoon of a Section 351 exchange reallocating a portfolio of embedded-gain holdings into an ETF tax-free

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Cited by AQR. Quoted in the WSJ, Bloomberg, and Barron’s.