
Event
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Investment tax planning-high concentrated stock positions, Part 1 (Mandarin)
Join us for our webinar on Concentrated Wealth & Taxable Gains Planning Strategies.
Webinar Topics:
Understanding Concentrated Wealth: Definition and challenges.
1. Tax Planning Strategies: Techniques to manage and mitigate tax impacts of concentrated wealth.
2. Planning Vehicles: Explore tools for addressing taxable gains, including:
- Net Unrealized Appreciation (NUA)
- Delaware Statutory Trust (DST)
- Separately Managed Account (SMA)
- Donor Advised Fund (DAF) & Private Foundation (PF)
- Charitable Trust (CRT/CLT)
- Enhance your financial strategy by understanding how to navigate and benefit from these sophisticated planning options
Aug 28, 2024
8:00 PM
8:30 PM
Online