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Old Problems, New Solutions: Techniques for Solving Concentrated Stock Positions

 Mon, 07/28/2025 from 2:00 pm to 3:00 pm
 
1.0
26 / 2-90623
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$118.00 Regular Registration
Designed For:

Tax professionals who serve individual clients CPA financial planners and other professional financial planners Practitioners who provide tax, retirement, estate, investment or risk management planning services

Prerequisite:

Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts

Many CPAs have clients who hold positions in appreciated, concentrated stock.

In this webcast, we will explore the unique challenges, complexities and behavioral issues associated with these positions, drawing insights from the historical performance of individual stocks.

We also examine tax-efficient strategies to mitigate the downside risks of concentrated positions, focusing on their benefits and drawbacks.

The webcast includes an in-depth look at tax-aware strategies for concentrated stock diversification using margin and shorting.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Objectives

  • Apply the challenges, complexities and behavioral issues around concentrated positions.
  • Determine the historical performance of single stocks relative to their index.
  • Analyze some of the existing concentrated stock solutions.
  • Distinguish the benefits and drawbacks of concentrated stock diversification using margin and shorting.

Speakers

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.