Valley Cove Capital

A search fund set up to acquire and operate a small business with a focus on long-term growth and stability.

[ExchangiFi @ExchangiFi]

I'm joining Polen Capital and Practus tax attorney Ray Holst on 4/9 for an @RIAChannel webinar, to answer questions #RIAs have about Section 351 exchanges — and demo how @ExchangiFi makes the process simple for advisors.

Earn CE credit (CFP / IWI / CFA).
https://t.co/qNYiZAahzu

[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

[ExchangiFi @ExchangiFi]

Savvy, tax-averse investors often ponder, "could 351 exchange combined with in-kind redemption under 851(b)(6) erase capital gains for good?"

https://t.co/DVjGT644SA

[Matt Bucklin @Matt_Bucklin]

F/m just launched the 1st (and most boring) dual share class fund imaginable.

Ironically, $TBIL holds T-bills, an asset with no capital gains, and most #ETF observers had expected mutual funds to add ETF share classes.

My latest piece on @etf_central

https://t.co/cHikRoT04l

[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

[ExchangiFi @ExchangiFi]

My recent article with @etf_central explores how Section 351 exchange might apply to digital assets, such as $BTC. It covers why direct exchanges don't work and how a 2-step structure could offer a solution under current law. https://t.co/wlBMirP71B #Bitcoin #ETFs #CryptoTax

[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

[ExchangiFi @ExchangiFi]

RIAs Bullish & other stats from @Vetta_Fi survey on @ETFPrime @NateGeraci

On #crypto 53% hold 0% crypto, 38% hold 1%-10%. @MurphyCinthia says reasons clients add crypto 1) 50% speculation 2) 28% diversification 3) 22% FOMO. 0% conviction in #blockchain
https://t.co/s8s5fWveE6

[ExchangiFi @ExchangiFi]

The top tax stories of 2025 for financial advisors by @TobySalFP. The list below of the top tax stories from 2025 displays only some of the many rich links to planning and wealth management in @finplan. #TaxPlanning #WealthManagement #351Exchange https://t.co/mp158l9q5I

[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

[ExchangiFi @ExchangiFi]

Next week at the ETP Forum, I’ll be moderating “ETF Legal & Share Class Structures: A Regulatory Crossroads.”

We’ll explore multi-share class models, SEC updates, and the shifting ETF regulatory landscape. #ETFs #FundFormation @ETF_Global @Expert_Series
https://t.co/tZTV28PLXQ

[ExchangiFi @ExchangiFi]

When a stock like $EA or $BHF gets taken private, investors often face an immediate tax hit. A Section 351 ETF exchange can defer those gains — turning a forced sale into a smart, tax-advantaged move.

Read how it works 👇
https://t.co/d3U67wXp9j

[ExchangiFi @ExchangiFi]

Here are five ways that financial investors suggest cushioning your portfolio in case the AI boom turns into a bust.

And, even better! Rebalance out of those concentrated positions into global or equal weight tax-deferred with a 351 exchange. https://t.co/INJc1jPmlv by @kryshur

[ExchangiFi @ExchangiFi]

What’s the Difference Between 351 Exchanges and Exchange Funds? by @DebbieCarlson1

"351 exchanges are also commonly used by advisors who initially relied on direct indexing to tax-loss harvest and need another tax-mitigating strategy."

https://t.co/PAZKvD5rJo - @TheDailyUpside

[ExchangiFi @ExchangiFi]

New research by @cerulli_assoc finds nearly 70% agree it’s important their advisor help reduce their tax bill

"they might be using things like direct indexes or ETFs or Section 351 exchange funds"

#351exchange

https://t.co/F1grKhcKgt

[Edward Conard @EdwardConard]

Inker and Pease argue that 80% of the S&P’s outperformance relative to advanced economies since 2010 arose from two sources that are unlikely to repeat: dollar strengthening and near all-time high valuation ratios, which “always beggar future returns.”
https://t.co/uf045Q82RS

[Matt Bucklin @Matt_Bucklin]

Some funds, @hamilton_lane, buy stakes in other #PE funds on secondary market at big discounts then mark them up immediately to official NAV, resulted in paper "gains" of 1,000% in a single day. See @verdadcap "The Bubble No One Sell" https://t.co/BCRG0BUF4b by @JonathanWeil