Maine Street Journal

Maine Street Journal is a blog covering Maine business news.

[Maine State Chamber @MaineChamber]

As we welcome the first signs of spring, we give a warm welcome to our newest members!

Want to add your voice to the state's most respected business advocacy network? Learn more about membership at https://t.co/8gzuKKn3dK.

[ExchangiFi @ExchangiFi]

Wealthy investors poured $8.7 billion into 39 new ETFs via tax-free Section 351 exchanges, dumping stock for diversified ETFs.

@larryswedroe does an great write up of @TaxAlphaInsider excellent legal analysis of section 351 transfers of SMAs to ETFs.

https://t.co/o2TW6FN7Hv

[ETF Prime Podcast @ETFPrime]

🎙️ New Podcast! 351 Exchanges, Thematic Investing, and Leveraged ETFs

Featuring @ExchangiFi's @Matt_Bucklin and @ThemesETFs' @marino33p

https://t.co/6QIBxpNUnQ

[ETF Central @etf_central]

Can you move crypto into an ETF without blowing up your tax bill?

Matthew Bucklin, Founder of @ExchangiFi, breaks down the first credible path using Section 351, and why it is legally possible but far from simple.

👉Read here: https://t.co/f5LNp0HAZr

[Financial Planning @finplan]

How can Section 351 ETF conversions diversify appreciated stock positions of HNW investors while making the IRS wait to get paid? @Matt_Bucklin of @ExchangiFi offers four scenarios. #tax #capitalgains #ETFs
https://t.co/FuNIMemLdb

[Matt Bucklin @Matt_Bucklin]

Looks like the new head of @BLS_gov 'found' the right inflation data.

[Matt Bucklin @Matt_Bucklin]

ETF Legal & Share Class Structures: A Regulatory Crossroads.

This panel from the @ETF_Global Forum tackles that topic head-on, exploring how recent approvals and SEC guidance are shaping the future of fund formation.

https://t.co/dXNITfvPBb

[ExchangiFi @ExchangiFi]

5 Best ETFs for Tax-Loss Harvesting

"ETFs may be more effective when harvesting tax benefits," explains Brian Jacobs. "Different #ETFs providing similar exposure can be swapped multiple times in the same 31 day period."

https://t.co/MQVW03UQq3 via @usnews

[Chris Latham @EchrisL]

Matt Bucklin, Founder of ExchangiFi, discusses how 351 exchanges can impact investors' portfolio diversification and tax deferral strategies. @ExchangiFi @Matt_Bucklin

[Maine Street Journal @MEStreetJournal]

Hotelier Tim Harrington has a history of stiffing contractors on MDI. Asticou hotel in Northeast Harbor. https://t.co/IrPtB7Qn6h via @bangordailynews by @billtrotter

[Matt Bucklin @Matt_Bucklin]

Episode 9 of The Crux | Watch Matt Bucklin & @EbenBurr from @toewscorp discuss how @ExchangiFi is set to change the asset management industry and #ETFs by openingup #351exchanges to more investors. https://t.co/y7vt3gNmuk #Investing #ETF #Finance

[ExchangiFi @ExchangiFi]

Episode 9 of The Crux | @Matt_Bucklin & @EbenBurr of @toewscorp discuss how opening up tax-deferred 351 exchanges to more investors will change the asset management industry and ETFs. https://t.co/KdNOgaOKtf #Finance #Investing #ETF #351exchange

[ExchangiFi @ExchangiFi]

‘Black Holes for Capital Gains’: New Tax Trick Takes Off in ETFs. by @justinaknope

Investors are seeding #ETFs with appreciated assets, taking advantage of an infamous #351exchange loophole to wash out taxable gains.

https://t.co/OIOKHZkz26

[Matt Bucklin @Matt_Bucklin]

Zero activity at the Port of Long Beach. The #MAGA people have achieved their goal of "beautiful rebalancing of global trade" by cutting net import to nothing. cc @SpencerHakimian #ChinaTariffs #TradeWar

[Matt Bucklin @Matt_Bucklin]

"#Putin realized despite lofty rhetoric from DC about democratic values and liberal norms, the USA was beginning to resemble #Russia: a place where self-dealing elites had hollowed out vital institutions." - #FionaHill

https://t.co/cNXYzZaaa6

[Mainebiz @Mainebiz]

Island Housing Trust announced the retirement this fall of its executive director and the launch of a search committee for the next executive director. https://t.co/am91T5yOwG

[Mainebiz @Mainebiz]

Maine’s lobster landings continue to fall, in 2024 reaching a six-year low. https://t.co/h5MpkDmgcd

[Financial Planning @finplan]

As financial advisors and their clients learn more about the potential tax advantages of a Section 351 ETF conversion, a new website aims to connect issuers with investors. #portfoliomanagement #ETFs https://t.co/ycU50n8N4A

[Matt Bucklin @Matt_Bucklin]

As financial advisors and their clients learn more about the potential tax advantages of a Section 351 ETF conversion, a new website aims to connect issuers with investors. by @TobySalFP via @finplan. https://t.co/f8GQBjIerQ cc @alphaarchitect

[Matt Bucklin @Matt_Bucklin]

Hi @elonmusk and @DOGE. Great work. But instead of little cuts that will last until the dems take the WH back. You could make some massive and lasting gains in real efficiency if you spent your time upgrading the government’s tech and software systems. #DOGE #GovernmentEfficiency