Is this an ad? Yes. Is it an interesting ad? Also yes.

So is he gifting his shares to the pool and then he gets gifted ETFs in return? is this legal ?

I am unclear how giving it to cache doesn’t count as sale.

From what I can tell the effective value of the "Cache Exchange Fund (After fees and expenses)" portfolio will be $660,282 once liquidating to actually use the money? Is the point that this allows waiting for a possible lower tax rate in the future? Or is the point that if the holder was really strapped for cash in this exact moment, they would have to pay less taxes now?