How Do You Diversify a Portfolio
Without Incurring Taxes?
(Hint: There are lots of ways other than just a CRT!)
Your high net worth client or prospect may have a large portion of his or her portfolio tied up in one, low basis, significantly appreciated stock.
You know to show the client or prospect the value of diversification - - but how can they get out of that concentrated position without having to pay a huge amount of taxes?
If you know the answer to that question, you can be a “hero” to that client or prospect - - and generate a lot more business from them, plus referrals!
You may know the “standard” tax planning strategies, like using offsetting losses or a CRT (Charitable Remainder Trust), but they’re not always a fit.
Do you know about the alternative strategies - - that can hedge against a decrease in value of the large stock holding or monetize the position to permit reinvestment and diversification?
Here are a few…
Sound way too complicated or like gobbledeegook?
Fortunately, Robert S. Keebler, CPA, MST, AEP will be simply explaining all these advanced strategies on a special teleconference entitled, “Tax Planning for Concentrated, Low-Basis Stock Positions”.
PROGRAM DETAILS:
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Robert S. Keebler, CPA, MST, AEP
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance of the live call. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP. |