Episode 34

Wes Gray & The Art of the Tax-Free 351 Exchange – The Wealth Amplifier Podcast

In this insightful episode, Matt Liebman and Aaron Marks are joined by special guest Wes Gray, CEO of Alpha Architect and ETF Architect. They dig into the increasingly popular topic of ETFs, with a spotlight on the Section 351 exchange—a powerful, yet underutilized tax strategy for high-net-worth investors and advisors alike.
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