Beyond the Bull: Navigating the 351 Exchange Revolution With Meb Faber

Lead-Lag Live - En podcast af Michael A. Gayed, CFA

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Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset managers can't stop talking about. This little-known provision allows investors to contribute appreciated securities to create new ETFs without triggering taxable events – essentially functioning as a "1031 exchange for stocks." Matt Faber breaks down how this century-old tax code provision is finally...

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