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Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
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Can I diversify a large single-stock holding…
Brent Sullivan
Dec 17
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Tax Alpha Insider
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
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No. Section 351 tests for diversification at the individual and aggregate levels.
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Can I diversify a large single-stock holding…
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No. Section 351 tests for diversification at the individual and aggregate levels.