Description
Clients sometimes will accumulate large public stock positions from various sources and often feel locked in because of low tax basis – and they want to avoid the 20%+ capital gains tax. Greg will share a few strategies he has used for amounts from $1M to $200M. Find out how to help your clients defer income taxes, diversify the position, and provide liquidity when needed.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Greg Banner