Tax-Efficient Monetization of Concentrated Wealth
Kevin Pinkley, AIFA®, CDFA™, CIMA®; Thomas Boczar, JD, LLM, CFA, CPWA, MBA, MPAcc and Elizabeth Ostrander, BA
Duration: 90 min
Format: MP3 download

This session is designed to provide an overview of how you can help clients with wealth tied up in privately-held businesses, commercial real estate, and concentrated positions in publicly-traded stock decide whether, when, and how to sell or monetize their concentrated, illiquid assets. Case studies will be used to introduce the wide range of strategies and solutions that are available to tax-efficiently monetize businesses, real estate, and publicly-traded stock.