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DTSTAMP:20260618T211528Z
DTSTART:20260618T170000Z
DTEND:20260618T183000Z
SUMMARY: Old Problems\, New Solutions: Techniques for Solving Concentrated Stock Positions
DESCRIPTION: Many CPAs have clients who hold positions in appreciated\, concentrated stock. 

In this webcast\, we will explore the unique challenges\, complexities and behavioral issues associated with these positions\, drawing insights from the historical performance of individual stocks. 

We also examine tax-efficient strategies to mitigate the downside risks of concentrated positions\, focusing on their benefits and drawbacks. 

The webcast includes an in-depth look at tax-aware strategies for concentrated stock diversification using margin and shorting.
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