Industry experts weigh in on the growing importance of Section 351 exchanges and how advisors are leveraging them to deliver more tax-efficient investment solutions.
Explore more insights and updates related to this topic.
Asset management partner Jeremy Smith and tax partners Pamela Glazier and Franziska Hertel participated in the June 8…
Firms face increased scrutiny as updated IRS guidance introduces new compliance considerations for ETF conversions under Section 351.
The Internal Revenue Service issued Notice 2026-14 clarifying holding period and continuity-of-interest standards that apply when mutual fund…
A growing number of asset managers are exploring Section 351 transactions as ETF conversions accelerate across the market…
The Internal Revenue Service issued Notice 2026-14 clarifying holding period and continuity-of-interest standards that apply when mutual fund…
The Internal Revenue Service issued Notice 2026-14 clarifying holding period and continuity-of-interest standards that apply when mutual fund…
