Vanbridge Webinar: Taxes and the Paradigm Shift in Investment Focus

Tom Riggs, Tax Partner and Managing Director, will be a panelist at Vanbridge’s Taxes and the Paradigm Shift in Investment Focus Webinar on Tuesday, April 5, 2022 at 11:00 am. The panel of key industry thought leaders will discuss how to protect capital gains more efficiently through ETF conversions as well as the strategic uses of ETF Conversions, Concentrated Stock Portfolios and Tax Liability Insurance.

Discussion topics will include:

• Stock Diversification Requirements and Contribution Analysis
• Supporting Tax Opinion and IRS Section 351
• Importance of Risk Management & Tax Liability Insurance Wraps
• In-Kind Seeding Process & the Potential Benefits for Clients
• Syntax Advisors and their Stratified Weight ETFs
• How Advisors are Thinking About this Program
• Next Steps & the Q322 In-Kind Seeding