Coming soon
The Stance 351 Calculator
Your client holds a stock they can’t sell without a large tax bill.
A Section 351 exchange moves those shares into a new ETF without triggering the gain. The tax is put off, not erased.
The calculator tells you whether a client’s holdings qualify, and how much tax they would defer.
- Does it qualify?
- Check the holdings against the §351 limits.
- How much is deferred?
- See the tax bill your client puts off.
- In a few minutes
- Upload the holdings, get an answer you can show them.