StreamYard On-Air

Capital Gains Planning for Concentrated Stock Positions

Valur's Head of Strategy, Jeff Love, and Alfred Au, Head of Advisory of Diversifi Capital will talk about diversifying concentrated stock positions with capital gains. Join us for a lively discussion, where we will cover: Diversification with Intent—Navigating Stock Concentration & Taxes Tax Planning Strategies to Diversify Without Tax Erosion: From Simple to Advanced Real Client Scenarios Advanced Topics for Concentrated stocks Q&A We will send a recording of the webinar to the registrants. See you there!

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