Re: Avoid CGT on your appreciated securities

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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No. of Recommendations: 8

I confess I did not understand this at all.

Is the idea that I give the ETF highly appreciate stock, and receive in return shares in an ETF whose basis is reset, tax free, to the current value of the stock?

If such a thing it possible, it is, to me, further evidence that the main problem of the US tax system is not that its rates are insufficiently progressive, but that its means of "tax avoidance" are unconscionably vast and lacking in social purpose.

Baltassar

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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:

BRK: Why Not XOM? · 62 recs · 2024

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Summary of 2Q 2026 · 54 recs · 2026

3Q Summary · 53 recs · 2024

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