Skip To Main Content
Jason Marcus on Muck Rack

Jason Marcus

Philadelphia
As seen in: Fort Myers News-Press, InvestmentNews, The Cureus Journal of Medical Science, Financial Advisor, mitú, WCCB-TV (Charlotte, NC)
Philly born and raised 🔔 🦅. Penn State Alum 🦁 . Pro-wrestling Nerd 💪🏻. Reality TV enthusiast 📺. Music lover 🎤. All opinions are mine, not my employers.
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work. Claim your profile

Get in touch with Jason

Contact Jason, search articles and posts on X, monitor coverage, and track replies from one place.

Learn more about Muck Rack

Actions

Share this page

Is this you?

As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile

Articles

351 exchanges are gaining momentum, and most firms are underestimating the risk

|
By Jason Marcus
| InvestmentNews Verified
The industry is at an inflection point. 351 exchanges are moving from niche to mainstream rapidly. The question isn't whether these strategies have value; they demonstrably do, allowing investors to diversify highly concentrated stock positions without tax consequences. The question is which advisors will develop the operational capability to deliver that value reliably.
Open in Who Shared Issue with article?

Understanding Section 351 Exchanges: A Tool For Managing Concentrated Stock Positions

|
By Jason Marcus
| Financial Advisor Verified
For financial advisors serving high-net-worth clients, managing concentrated stock positions is both a common and complex challenge. These positions, often accumulated through executive compensation, early-stage company ownership, or inheritance, can create significant risk exposure. At the same time, they often come with substantial unrealized capital gains that make diversification costly from a tax perspective.
Open in Who Shared Issue with article?

Intradiscal Steroid Injections for Degenerative Disc Disease With Modic Changes: A Retrospective Study of Therapeutic and Diagnostic Features

|
By Jason Marcus, Jacob Ross Fleming, Douglas Beall, Benjamin D. Westerhaus
| The Cureus Journal of Medical Science
Specialty Please choose I'm not a medical professional. Allergy and Immunology Anatomy Anesthesiology Cardiac/Thoracic/Vascular Surgery Cardiology Critical Care Dentistry Dermatology Diabetes and Endocrinology Emergency Medicine Epidemiology and Public Health Family Medicine Forensic Medicine Gastroenterology General Practice Genetics Geriatrics Health Policy Hematology HIV/AIDS Hospital-based Medicine I'm not a medical professional.
Open in Who Shared View Duplicates (255) Issue with article?
See all 285 articles