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 Statutory Trust (DST) 
• Separately Managed Account (SMA) 
• Exchange Fund 
• Protective put & Collar 
• Hedging & Monetization 
• 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. 

Advisory services offered through Taurus Financial, a registered investment advisor. Certain investment advisor representative (IAR) of Taurus Financial is also registered representative of and offer securities through LPL Financial, member FINRA/SIPC. Taurus Financial is a separate entity from LPL Financial. 

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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.