The Meb Faber Show

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect.   Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how investors can transition their low-basis investments into the ETF structure tax-efficiently.    (0:40) Welcome to Wes Gray (6:20) Section 351 (20:15) Tax aware investing (27:49) The impact of dividends on tax efficiency   Resources: Show Notes: https://www.themebfabershow.com/episodes/X7iN68AkO9u   The Cambria Tax Aware ETF (TAX) https://cambriafunds.com/tax   Introduction to the 351 ETF Exchange https://www.cambriainvestments.com/wp-content/uploads/2024/10/2024-Introduction-to-the-351-ETF-Exchange-Cambria.pdf   Are you interested in learning more? https://www.cambriainvestments.com/tax/   Wes Gray and Bob Elwood’s episode in February 2024 https://www.themebfabers