Description
Topics covered include:
Definition of concentrated wealth
The problem of concentrated wealth
Tax planning strategies for concentrated wealth
Planning vehicles used addressing taxable gains, including:
- Net Unrealized Appreciation (NUA)
- 1031 Exchange
- Delaware Staturoty Trust (DST)
- Separately Managed Account (SMA)
- Exchange Fund
- Protective put & Collar
- Hedging & Monetization
- Donor Advised Fund (DAF) & Private Foundation (PF)
- Charitable Trust (CRT/CLT)
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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.
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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Date and Time
Wed, Jun 04, 2025
3:00p - 4:00p EST