CE Credit - 351 Transfers: Unlocking Tax-Efficient Diversification for Your High-Net-Worth Clients (Sponsored By Kurv Investments)

**When:** Wednesday, July 2, 2025 | 11:00 AM - 12:00 PM EST

With geopolitical uncertainty at all-time highs and interest rates on the decline, your high-net-worth clients need sophisticated solutions that don't trigger massive tax liabilities.

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## What You'll Learn

In this exclusive webinar, we'll break down how Section 351 transfers can transform investment strategies with low basis and increase portfolio diversification while deferring capital gains tax. There's a case that this powerful strategy could be the solution many of your clients have been looking for.

We'll cover:

- The mechanics behind Section 351 transfers and why they're more attractive than exchange funds

- How to qualify for the "3 C's" of 351 eligibility (Concentration, Control, Continuity)

- Real-world case studies showing how advisors have helped clients defer millions in capital gains

- Kurv's upcoming 351-eligible lineup, including our Tax-Optimized Large Cap Opportunity

## Who Should Attend

This session is designed exclusively for financial professionals serving high-net-worth clients with concentrated stock positions, including RIAs, family office managers, CPAs, and estate planners.

## Featured Speakers

**Howard Chan**

Founder & CEO

Former executive at PIMCO and Goldman Sachs with 20+ years of investment experience

**Dominique Tersin**

Portfolio Manager

25+ years of institutional investment experience, formerly with PIMCO

**Mersin Capollari**

Client Solutions Director

25+ years specializing in tax-efficient solutions, formerly with Oppenheimerfunds and PGIM

## Why Attend

Section 351 transfers could be the differentiator your practice needs.

The fact that these strategies allow clients to maintain $10M of investable dollars instead of just $6.66M-$7.86M after taxes (in a typical California/Texas scenario) creates an opportunity for significant additional compounding.

## How to Register

Registration is complimentary but space is limited to ensure meaningful Q&A opportunities.

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