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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