Unlock Gains with 351: Tax Secrets for Investors

Описание: Join me live as I interview Howard Chan from Kurv Investments to uncover the secrets behind 351 exchanges and how they can unlock gains while managing tax efficiency. In this expert-led discussion, we dive into strategies for investors and advisors to optimize portfolios, maximize returns, and navigate the complexities of capital gains deferral. Howard shares actionable insights on topics like tax-efficient investment solutions, income investing, and innovative ETF strategies designed to balance growth and income.

Whether you're a wealth manager, financial advisor, or investor looking to enhance your knowledge of Section 351 and its benefits, this webinar has something valuable for you. Don’t miss this opportunity to learn from top industry expertise and take your investing game to the next level.

Watch now to explore how to make smarter, tax-efficient investment decisions and amplify your portfolio’s potential!

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CHAPTERS:
00:00 - Intro
01:32 - Curve Investments
07:01 - Section 351 Exchange Fund
15:01 - The 3 C's of a 351 Exchange Fund
16:33 - 351 Exchange Fund Overview
27:21 - 351 Exchange Fund vs. Traditional Exchange Fund
31:53 - KURV ETF Explained
38:34 - 351 Process Details
42:20 - Q&A Session
46:10 - ETF Capital Gains Management
47:50 - ETF and Private Company Stock
48:20 - Curve's Future Projects
51:40 - Contacting Howard