21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
I1. Concentrated Positions: Strategies and Tactics
Speaker:
Leon LaBrecque
Tue, 10:40 am - 11:55 am
Many investors have concentrated position — either in employer company stock, legacy holdings or inherited positions. The tax and financial considerations are significant. Explore common investment strategies, as well as some more interesting tax planning ideas, including the FlipCRUT and charitable swap.
NASBA field of study: Specialized Knowledge - Technical (1.5)
Advanced search
View all CPE programs
Conference sponsorships
Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.
