
25
May
MONEY MATTERS - SPECIALIST CORNER: MANAGING YOUR CONCENTRATED STOCK POSITION WEBINAR THURSDAY, MAY 25th, 1 - 2 PM PT
Description
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
Date and Time
Thu, May 25, 2023
1:00p - 2:00p PST