Brent Sullivan, editor at Tax Alpha Insider, says that a 351 sees an investor turn a portfolio of assets into an ETF, typically so they can rebalance winning ho

BWB News TV • 2026-07-27 20:04 UTC • By Billy Odell Tucker-Robinson

Brent Sullivan, editor at Tax Alpha Insider, says that a 351 sees an investor turn a portfolio of assets into an ETF, typically so they can rebalance winning holdings without paying an immediate tax bill [▻](https://video.twimg.com/amplify_video/2081832931044040704/vid/av…

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