Section 351 Exchange

Regulatory Watch

Follow IRS rulings, Treasury guidance, and compliance shifts affecting Section 351 exchanges closely.

UNCATEGORIZED By 1 min read

Treasury Flags Concern Over ‘Potentially Abusive’ Tax Strategies

The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it says may be “too good to be true.”  https://www.advisorhub.com/treasury-flags-concern-over-potentially-abusive-tax-strategies

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ICI’s Weinberg: An Insider’s View of ETF Industry Priorities

The flood of ETF launches seems unending, with the industry smashing through AUM and trading records once again this year. With so many ETFs trading, ICI’s Josh Weinberg offers an inside look at what the hottest topics and trends were at the 2026 ICI ETF Conference this year.