Broker Check
08 May
Concentrated Wealth & Taxable Gains Planning strategies


Topics covered include: 

Definition of concentrated wealth 

The problem of concentrated wealth 

Tax planning strategies for concentrated wealth 

Planning vehicles used to address taxable gains, including: 

  • Net Unrealized Appreciation (NUA) 
  • Delaware Statutory Trust (DST) 
  • Separately Managed Account (SMA) 
  • Exchange Fund 
  • Protective put & Collar 
  • Donor Advised Fund (DAF) & Private Foundation (PF) 
  • Charitable Trust (CRT/CLT) 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Date and Time

Wed, May 08, 2024

3:00p - 4:00p EST


Zoom webinar


Event Registration