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

Jul 28, 2025 · 58 min watch

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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.

Key Topics

  • Understanding the challenges and behavioral

Download the Techniques for Solving Concentrated Stock Positions

File name: 20250728-old-problems.pdf

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