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New Tax Strategy Surges to $170BCNBC · Squawk Box How This $150B+ Wall Street Strategy Could Lower Your TaxesThe Wall Street Journal · Podcast The Tax Strategy for People Suffering From Stock-Market SuccessThe Wall Street Journal Stock Gains Without All the TaxesThe Wall Street Journal Aggressive Tax Planning Draws US Treasury’s AttentionBloomberg TV · ETF IQ 351-Exchange ETFs: A Growing Tax ToolBloomberg TV · ETF IQ The 351 ETF ConversionBarron’s The ETF Tax Loophole Wall Street Is ExploitingMorningstar Tax Optimization Could Change the Endowment ModelCIO An ETF With Tax Benefits on SteroidsFinancial Advisor Magazine Section 351 Conversion ETFs Promote Tax StrategyFinancial Planning Section 351 Exchanges: Tax-Efficient ReallocationKitces Should the Tax Tail Wag the Dog?The Weighing Machine Wall Street Helps Rich Investors Cut Tax BillsBloomberg What Basis Northwest RevealedPortfolio Management Research Tax-Aware Strategies Attract Capital and ScrutinyPensions & Investments
Tools
De-risk a position Single asset risk Open Fifty-state map State tax rates Open Lockups & filings IPO pipeline Open Live 351.tax data 351 ETF explorer Open
Calculators
Options overlay Covered call structuring Open Total-return swap Constructive ownership (§1260) Open
Too much of a good thing

Single asset risk

Most favorable Favorable Middling Unfavorable Least favorable Tap a column to sort · tap a row to read
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Color reads down a column, not across a row: it ranks each strategy on that one attribute, and the attribute you care about is your call. Charitable deductions now clear a floor of 0.5% of AGI, and a top-bracket donor keeps 35 cents of each deducted dollar rather than 37. Basic orientation, not tax, legal, or investment advice. The scores are one analyst's read of typical tradeoffs, not your facts.

America turns 250 · 1776 to 2026 🇺🇸

Fifty states, fifty tax personalities

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Latest
Float Quest

IPO Pipeline

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The Float Map

Each float by its most-recent filing date · bubble area = valuation, or offering size for SPACs, funds & not-yet-priced deals · solid = priced
Filed Amending Effective Priced Lock-up

Live from float.quest · source: SEC EDGAR. A Tax Alpha Insider project. Estimates, not announcements.

Live · 351.tax

The Section 351 ETF boom

…Funds live
…Current AUM
…Deferred gains
…In the pipeline
Funds launched by year, plus the pipeline

Live from 351.tax. The dashed segment on 2026 is the pipeline: funds filed but not yet launched. Explore every fund ↗

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