Virtual
Master the 351 Exchange 2026
Date: May 20, 2026
Time: 12 – 1 p.m. PT
Member
$29.00
Nonmember
$39.00
Members, log in to access your discount.
Overview
Join the CalCPA Personal Financial Planning Committee and guest speaker Phillip Toews of Toews Asset Management to discuss the 351 EFT Exchange. Many clients may be holding appreciated securities and if they are sold, there may be substantial capital gains. In this special episode of Wealth Wednesday, you'll be introduced to the 351 ETF Exchange, a strategy that may work for your clients.
This course will award CPE (as earned). If you’d like to register for the FREE version with no CPE, please select this course: Master the 351 Exchange 2026 (no cpe)
Product Code
1000005019-140213
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs and other financial professionals involved in personal financial planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
Working knowledge of personal financial planning tools is recommended.
Advance Preparation
None
Learning Objectives
Major Subjects
- How the 351 ETF Exchange works
- Which assets qualify for the 351 ETF Exchange
- Tax consequences of the 351 ETF Exchange
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.