Taxes and the Paradigm Shift in Investment Focus
Conversions regarding stocks held with large capital gains may potentially be transferred to Exchange-Traded Funds (ETFs). A conversion from a portfolio of securities into shares of a newly formed ETF, through a like kind asset exchange, allows the investor to enjoy future growth and tax benefits within the ETF shares, all without any current taxation on those transactions. Given the historic rise in the US equity markets over the last decade, and the possibility of increased Federal Capital Gains Tax Rates, considering a conversion is more prudent than ever.
Join us for an exclusive webinar as we discuss
How to Protect Capital Gains More Efficiently Through ETF Conversions
Tuesday, April 5, 2022 from 11:00am to 12:00pm EST
Join Vanbridge and our panel of key industry thought leaders to discuss the strategic uses of ETF Conversions, Concentrated Stock Portfolios and Tax Liability Insurance.
Discussion topics will include:
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Stock Diversification Requirements and Contribution Analysis
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Supporting Tax Opinion and IRS Section 351
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The Importance of Risk Management & Tax Liability Insurance Wraps
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In-Kind Seeding Process & the Potential Benefits for Clients
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Syntax Advisors and their Stratified Weight ETFs
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How Advisors are Thinking About this Program
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Next Steps & the Q322 In-Kind Seeding
*Registration required to attend.
