Is a Section 351 Exchange a Tax Loophole — or a Legitimate Planning Tool?

The Investor Coaching Show with Paul Winkler · Jul 31, 2026 · 26m

More investors are starting to ask about Section 351 exchanges, a little-known part of the tax code that can allow someone to move appreciated stocks into an ETF without immediately paying capital gains taxes. Evan breaks down how the strategy works, who may be able to use it, and why it probably won’t come up in most investors’ financial plans. He also looks at why Section 351 exchanges are getting more attention from regulators and whether they are a smart planning strategy or simply a tax loophole. Later in the episode, Evan talks about taxes on student financial aid and what families…