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!