Section 351 Exchanges
Topic
ETF Taxation
44 posts
Section 351 Exchanges
ETF Taxation
Futures in RICs are kind of a bummer... for now.
Basis Northwest
F/m CEO Alexander Morris is Speaking at Basis Northwest
ETF Taxation
How an ETF share class could make a mutual fund more tax efficient
Basis Northwest
Dave Nadig will present at Basis Northwest plus ETF Return of Capital jam session
Section 351 Exchanges
Alpha Architect launches another low-distro equity ETF seeded in-kind: ~$470 million
Section 351 Exchanges
Individual investors can seed ETFs in-kind thanks to an exception to an exception
Options
Covered call ETFs to $650 billion?
ETF Taxation
Emerging market ETFs have a spooky secret
ETF Taxation
Add tax equalization to your mutual fund and ETF diligence checklist
ETF Taxation
Short-term capital gains distributed by mutual funds (and ETFs) are taxed as ordinary income
ETF Taxation
TIPS taxation: the other phantom menace
ETF Taxation
"ploughing several billion dollars into [ARKK] even for a few days is pretty ballsy"
Tax-Aware Long-Short
The (taxable wealth) times they are a-changin'
Podcasts & Media
The end of fixed income with F/m's CEO
ETF Taxation
Bitcoin in-kind is "cheese on the beach"
Tax-Aware Long-Short
Tax-aware long/short and some bold ETFs could change everything
Tax-Loss Harvesting
ETFs have a tax-loss harvesting rule nobody knows about
ETF Taxation
The benefit of bonds without the drag
ETF Taxation
ETF share class “tax contagion” is, sadly, something we need to care about
ETF Taxation
Dividend chasers... YOU are the yield
ETF Taxation
What's behind the preposterous tax efficiency of buffer ETFs?
ETF Taxation
The ETF share class proves the staying power of the mutual fund
ETF Taxation
What is asset location worth?
ETF Taxation
Cerulli: Launching an ETF is expensive... but maybe worth it?
ETF Taxation
ETF return of capital distributions have a weird tax perk no one talks about
ETF Taxation
Is ETF return of capital a Ponzi Scheme?
ETF Taxation
A checklist for ETF tax diligence
Section 351 Exchanges
A market maker leaked a list of 44 ETFs that were seeded in-kind
Section 351 Exchanges
An ETF seeded with other ETFs launched with $440 million
ETF Taxation
Payment in lieu is taxing you
ETF Taxation
Are ETF fees really "tax-deductible?"
Section 351 Exchanges
How Hill Investment Group gathered $500 million in-kind for its new ETF
Section 351 Exchanges
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
Section 351 Exchanges
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
Section 351 Exchanges
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Section 351 Exchanges
In-kind of a big deal: TAX launches soon
ETF Taxation
Tax Deferral Is The Hottest Thing In ETFs?
Options
Options-Powered ETFs: Democratizers & Disruptors
ETF Taxation
Why I Love/Hate Morningstar's Tax Cost Ratio
ETF Taxation
Covered Call ETFs: The Good, the Bad and the Fugly
Options