How 351 Exchanges Help Investors
As Featured In: Financial Advisor Magazine (FA-mag) — Ben Mattlin · March 19, 2026
This Financial Advisor Magazine follow-up revisits Section 351 exchanges, again featuring Imperio Wealth Advisors’ Charles Sachs, this time alongside additional context on the 25/50 diversification test and alternative strategies like charitable donation of appreciated assets and step-up in basis at death.
This post summarizes content originally published by Financial Advisor Magazine (FA-mag). It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
