351 Conversion:Matching Investors with ETF Issuers
351 Tax Free Conversion team is here to match ETF issuers with investors and wealth managers to participate in an IRS code 351 exchange and diversify low cost basis stocks and SMAs into new ETF issues without paying capital gains.
An SMA to ETF 351 conversion allows investors to contribute securities from their separately managed accounts to a new ETF without immediately recognizing taxable gain or loss.