Join Burney Advisor Services for a discussion on how to improve portfolio diversification while deferring the taxes on concentrated positions.
WEBCAST – From Lockups to Liquidity: Using 351 Conversions To Enter ETFs
At the time of the launch of a new ETF, Section 351 of the IRS Code allows investors to exchange appreciated stocks or ETFs for ETF shares on a tax-deferred basis. Advisors can now use a tool previously limited to family offices & institutions.
Come join Brent Sullivan from Tax Alpha Insider as he moderates a discussion on the tax-deferral power of Section 351 conversions. Brent has been a leading voice in this field, and you will want to hear his take on how advisors create tax value for clients.
What you’ll learn:
- The basics of 351 Conversions – What they are, how they work, and the specific eligibility and contribution rules
- Advisor use cases for participation: Tax-efficient investment changes
- The key benefits for clients, including diversification, tax deferral, and the liquidity and tax efficiency of ETFs
- How RIAs can participate in a 351 conversion for the new Burney ETF launching in Q4 2025
Join us for this exclusive webinar for financial advisors and RIAs seeking to enhance after-tax outcomes for high-net-worth and ultra-high-net-worth clients.
Accepted for 1 CFP® / IWI / CFA CE Credit