EPISODE · May 8, 2026 · 37 MIN
Section 351 Exchanges
from The Executive Financial Planning Podcast · host Balanced Wealth Group
There's a tax strategy that could have potentially saved you six figures on your last liquidity event. It's legal, it's IRS approved, and there's a good chance no one on your financial team has ever mentioned it. Today we're talking about 351 Exchanges -- join host Matt Daugherty and guest Jack Vogle as they share all you need to know!
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Section 351 Exchanges
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