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…
- Short sales
- Protective put options
- “Cashless” collars
- “Monetizing” collars
- Variable forward sales
- Exchange funds
- Margin accounts
Sound way too complicated or like gobbledeegook?
Fortunately, Robert S. Keebler, CPA, MST, AEP, CGMA will be simply explaining all these advanced strategies in this special program entitled, “Tax Planning for Concentrated, Low-Basis Stock Positions”.
- Program Title: Tax Planning for Concentrated, Low-Basis Stock Positions
- Speaker: Robert S. Keebler
- Duration: 90 minutes
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.