MONEY MATTERS WEBINAR SERIES

MANAGING YOUR CONCENTRATED STOCK POSITION

WITH DEAN OSSOLA, MANAGING DIRECTOR, OSSOLA WEALTH MANAGEMENT

and BLAINE BURCH, PARTNER of BHR LAW GROUP

JOIN US ONLINE via ZOOM

THURSDAY, MAY 25th  -  1:00 PM (PT)

TOPICS INCLUDE

• Taxation of long term (>1yr) held stock positions
• Strategies for reducing concentration risk
• Strategies for reducing taxation
• Strategies for increasing cost basis (reducing taxable gain)
• Family estate strategies