Many CPAs have clients who hold positions in appreciated, concentrated stock. In this webcast, we will explore the unique challenges, complexities and behavioral issues associated with these positions, drawing insights from the historical performance of individual stocks. We also examine tax-efficient strategies to mitigate the downside risks of concentrated positions, focusing on their benefits and drawbacks. The webcast includes an in-depth look at tax-aware strategies for concentrated stock diversification using margin and shorting.
Learning Objectives
- Apply the challenges, complexities and behavioral issues around concentrated positions.
- Determine the historical performance of single stocks relative to their index.
- Analyze some of the existing concentrated stock solutions.
- Distinguish the benefits and drawbacks of concentrated stock diversification using margin and shorting.
Major Topics
- Understanding the challenges and behavioral issues of concentrated stock positions
- Learning tax-efficient strategies to mitigate downside risk in concentrated positions
