Fleetwood Onsite Conference Recording - Conference presentation capture Contact  |  My Account  |  Cart Contents  |  Checkout   
  Home » IACP - International Academy of Collaborative Professionals » IACP 2013 Educational Forum » MP3

Previous Product  Product 23 of 38  Next Product   From: IACP 2013 Educational Forum

 
 21958 - Tax-Efficient Monetization of Concentrated Wealth
[MP3]
$15.00   
Select Format:


Tax-Efficient Monetization of Concentrated Wealth
Kevin Pinkley, AIFA®, CDFA™, CIMA®; Thomas Boczar, JD, LLM, CFA, CPWA, MBA, MPAcc and Elizabeth Ostrander, BA
Duration: 90 min
Format: MP3 download

This session is designed to provide an overview of how you can help clients with wealth tied up in privately-held businesses, commercial real estate, and concentrated positions in publicly-traded stock decide whether, when, and how to sell or monetize their concentrated, illiquid assets. Case studies will be used to introduce the wide range of strategies and solutions that are available to tax-efficiently monetize businesses, real estate, and publicly-traded stock.

 






 Copyright © 2024 Fleetwood Onsite Conference Recording


Fleetwood Facebook Page Follow us on Twitter Fleetwood on YouTube