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Strategies For Concentrated Positions In Company Stock

myStockOptions.com

June 28, 2023
Recorded Online
Webinar

OVERVIEW
Wealth has become increasingly concentrated in company stock and also volatile as markets fluctuate and business conditions shift in uncertain times. Volatility, recession fears, and recent bank failures make it more important than ever to understand the wide range of strategies available for managing and preserving wealth in concentrated company stock holdings. In this webinar (110 minutes), experts at managing concentrated stock wealth explain the approaches.

TOPICS COVERED

  • Role of the financial advisor in explaining overconcentration risks and solutions, and in getting clients to take action
  • Strategies to diversify, create liquidity, and/or protect stock in a tax-efficient way
  • Basic strategies: sales, gifts, and charitable donations of stock
  • Short-term strategies: protective puts, covered calls, collars, and forwards
  • Long-term strategies: exchange funds and stock protection trusts, including new offerings
  • Tax, legal, and SEC complexities, including how Rule 10b5-1 plans can be used
  • Key features of each strategy
  • Checklist to evaluate which approaches are best
  • Case studies of actual client situations and outcomes

PANELISTS

  • Valerie Gospodarek, Owner, VG Financial Consulting LLC
  • Mark Leeds, Partner, Mayer Brown
  • Marcel Quiroga, Founder and CEO, TQM Wealth Partners
  • Brian Yolles, Founder and CEO, StockShield LLC
  • Bruce Brumberg (moderator), Editor-in-Chief and Co-Founder, myStockOptions.com

More Information, How to Register

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