Resource Center
Articles
The Enviable Dilemma - Concentrated Stock: Hold, Sell, or Hedge?
by Bernstein Wealth Management Research Reports
Investors holding concentrated stock positions must grapple with a number of complex questions. A comprehensive analysis of the key issues:
- The tax cost of selling versus the benefit of diversification
- How much to divest
- Immediate versus staged selling
- Alternatives to sale, including hedging with options
Learn more about managing highly concentrated wealth by downloading this document.
Related Topics
Related Posts
- Estate Planning 101: Back to Basics Articles
- Helping Clients Leave a Legacy...Not Just an Inheritance Articles
- Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans Articles
- How (and Why) to Start a Virtual Law Practice Articles
- 5 Tips for a Better Law-Life Balance Articles
- Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning Articles
- Domestic Asset Protection Trusts after Toni 1 Trust Articles
- The Savvy Attorney: Adding Business Planning to Your Estate Planning Practice Articles
- 5 Essentials for New Estate Planning Attorneys Articles
- 5 Charitable Giving Mistakes to Avoid Articles
- Last-Minute Opportunities Before the New Tax Law Takes Effect Articles
- Tax Reform is Here: What You Need to Know to Advise Your Clients Articles
- How to Market Your Firm Using Social Media Transcript Articles
- Practice Development Pointers: Building Practices in an Age of Certainty Articles
- Business Planning Under the Tax Cuts and Jobs Act Articles
- Tips on Building Your Estate Planning Practice Transcript Articles
- The Tax Cuts and Jobs Act: Estate and GST Taxes Repealed; Retirement Accounts Remain Unaltered Articles
- 2017: The Year of the Series LLC Articles
- Why Elder Law Is Your Next Big Opportunity Transcript Articles
- On Golden Pond Presentation Articles
- Discussing the Unified Framework for a Broken Tax Code Transcript Articles
- What Attorneys Must Do to Survive in a Digital Age Transcript Articles
- First Look at the Unified Framework for Fixing Our Broken Tax Code Articles
- Amending an Irrevocable Trust: The Dos and Don'ts of Decanting Articles
- When the Irrevocable Trust No Longer Fits Articles
- What Every Estate Planner Should Know About Planning for Non-US Citizens Articles
- Estate of Powell: A New Example of Failed Deathbed Tax Planning Articles
- Practice Development in an Age of Uncertainty: Leveraging Competitive Forces and Technology into a Client Value Creation Monopoly Articles
- President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations Articles
- Drafting Third-Party Spendthrift Trusts after U.S. v. Harris Articles
- POTUS 45 and The First Hundred Days (and Planning in the Years to Come) Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- A Look at President Trump’s Latest Tax Plan Articles
- Get Startup Smart: Choosing the Right Entity for a New Business Articles
- Techno-Ethics Articles
- Employment Classification in the Gig Economy Articles
- Reality Bytes: Mandating an Urgent, New Approach to Dealing with Digital Assets Articles
- Deciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple Articles
- Effective Disclaimer Planning Articles
- Planning for an Often Overlooked Family Member Articles
- Win-Win: Adding Retirement Planning to Your Estate Planning Practice Articles
- Cybersecurity and Ethics: Assessing Risks and Understanding Responsibilities Articles
- Risky Business: Shell Games and Substantive Consolidation Articles
- Summary of 2017 Estate Tax Repeal Legislation to Date Articles
- Domestic Asset Protection Trusts v. Prenuptial Agreements Articles
- What Do Americans Think About Estate Planning? Articles
- Which of These 5 Mistakes are You Making During Your Client Interviews? Articles
- I Cut, You Choose: Key Considerations in Drafting Deadlock Provisions Articles
- Is Your Company “Doing Business” in California? It May Depend on Who You Ask. Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 3 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 2 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 1 Articles
- Rev. Proc. 2016-49 Clarifies Relationship Between QTIP Planning and Portability Articles
- Three Ways Your Business Planning Practice May Be Impacted by Republican Tax Reform Proposals Articles
- Recent Transfer of Utah Jazz Provides Case Study in Dynasty Trust Benefits Articles
- Employee or Independent Contractor? Avoid “Victimizing” Your Workers Articles
- The Status and Evolution of Model Series LLC Legislation Articles
- Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs) Articles
- Hearing on the Proposed 2704 Regulations Leaves Open Questions Articles
- Case Studies in Asset Protection, Part 5: APTs, DAPTs, FAPTs, and Lifetime QTIPs Articles
- Is the “Death Tax” Really Dead? Articles
- Proposed Repeal of the Affordable Care Act: How Will Small Businesses Fare Articles
- Case Studies in Asset Protection, Part 4: ILITs, SLATs, and SATs Articles
- Special Needs Fairness Act Allows Disabled Individuals to Establish Their Own Special Needs Trusts Articles
- Case Studies in Asset Protection, Part 3: High Risk Assets Articles
- Case Studies in Asset Protection, Part 2: Bloodline Protection Articles
- What a Donald Trump Presidency Means for Business Planning Articles
- What a Donald Trump Presidency Means for Estate Planning Articles
- Case Studies in Asset Protection, Part 1 Articles
- To ILIT or Not to ILIT. That Is the Question. Articles
- Did You Say a Taxable Partnership? Articles
- Penny Wise & Pound Foolish: Counseling the Fee Sensitive Client Articles
- Assisted Reproductive Technology and the Law Articles
- Add Depth and Trust to Client Relationships with an Ethical Will Articles
- A Primer on Planning for Special Needs Beneficiaries Articles
- His, Hers, and Ours: Planning for the “Brady Bunch” Articles
- The Developing “Able Account” Laws Articles
- Using Swap Powers to Maximize Estate Planning Opportunities Articles
- Avoiding Corporate Amnesia One Set of Minutes at a Time Articles
- Thorsen v Richmond SPCA: Third-Party Beneficiary Claims Against the Drafting Attorney Articles
- Analysis of the New Proposed Regulations Under Internal Revenue Code §2704 Articles
- How Much Should I Put Into My Child’s Special Needs Trust? Articles
- Defend Trade Secrets Act of 2016 (DTSA) Articles
- Planning for Same-Sex Couples in a Marriage Equality World Articles
- Flexible Tax Strategies Now Needed in Succession Planning for Business Owners Articles
- Part 2: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 3: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 1: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Revised Uniform Fiduciary Access to Digital Assets Act Articles
- Business Structuring Aspects of the PATH Act Articles
- Trusts and Taxation: Minimizing Liability Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- Avoiding Deadlocks In LLC Operating Agreements Articles
- Top Mistakes In Buy-Sell Agreements Articles
- Distribution Waterfalls Articles
- Standalone Retirement Trusts: A Crucial Component of Estate Planning Articles
- Uber: Playing Fair in the “Sharing Economy”? Articles
- Hindsight is 20/20: A Review of Selected 2015 LLC Cases Articles