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The Complete Guide to In-Kind Transfers
How to move appreciated stock positions between accounts — and into income-generating structures — without triggering a taxable event. Covers ACAT mechanics, Section 351 exchanges, and how Embark's SPV compares to traditional exchange funds.
10
Sections covered
§351
Tax code focus
$0
Tax at transfer
All Articles
The Complete Guide to In-Kind Transfers
ACAT mechanics, Section 351 exchanges, and a full comparison of exchange funds vs. Embark's SPV model.
Understanding Section 351 Exchange Contributions
A deep dive into the tax code provision that makes income-generating fund contributions possible without a taxable event.
RSU Vesting and the Concentrated Position Problem
How tech employees at Google, Meta, and Apple can plan around RSU vesting schedules to avoid forced selling.
Covered Calls on Concentrated Positions: What Works and What Doesn't
The mechanics, tax treatment, and limitations of option-overlay income strategies on single-stock portfolios.
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