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Wealth Advisor Daily
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Thursday, October 15, 2026The Morning Brief →Sign in
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Steffen

In network coverage since October 15, 2026 · 1 story
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book

IRS Notice 2026-62 treats one 351 ETF conversion sequence as taxable

The guidance expresses no view on funds that keep assets matching their strategy, and Baird's Steffen says sound conversions remain viable.
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