Turn Down for DIVERSIFICATION: Strategies for managing and unwinding concentrated stock positions

This session will cover the various ways to reduce the risk of concentrated stock positions, regardless of how they’re acquired. Drawing on real-life examples from experience with hundreds of clients navigating liquidity events, presenter John Owens will discuss ways to unwind concentrated stock positions with a focus on tax-efficiency and incorporating clients’ goals.

Learning Objectives:

1. Learn how to approach conversations with clients about concentrated risk
2. Understand strategies for diversifying clients’ concentrated stock
3. Determine how to optimize taxes as part of a diversification strategy for concentrated stock