Registration is complimentary for financial advisors.
Summary: From legacy SMAs to concentrated equity positions, more advisors are turning to Section 351 exchanges as a tax-efficient path forward. In this CE-eligible webinar, a panel of legal, technology, and investment experts breaks down the mechanics, the process, and the practical considerations advisors need to know before recommending this strategy. Whether you’re new to 351s or looking to sharpen your approach, this session delivers actionable insights. More...