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
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.
The Investment Company Institute has filed a comment letter with the Treasury Department asking for guidance on 351 conversions. The strategy lets investors move concentrated stock positions or full portfolios into ETFs without triggering an immediate capital gains bill, as Bloomberg reports. Why it matters ICI has met with Treasury officials twice. At one point ... <a title="ICI Asks Treasury for Clear Rules on 351 Conversions" class="read-more" href="https://section351exchange.com/section-351-regulation/ici-asks-treasury-for-clear-rules-on-351-conversions/" aria-label="Read more about ICI Asks Treasury for Clear Rules on 351 Conversions">Read more</a>
