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How To Manage Risk Exposure And Taxes In Concentrated Stock Portfolios

This is a discussion of some options for reducing risk and unwinding a concentrated stock position that has increased significantly.

Charitable remainderExchange fundsMitigate taxesConcentrated stockCapital gainsCharitable trustDirect indexingTax loss harvesting

Tax Efficiency and Diversification: The Benefits of Direct Indexing

While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the tenets behind its use.

Losses can be additiveDirect indexingCompetitive advantage

Morgan Stanley Seminar on Tax-Efficient Solutions

Morgan Stanley Seminar on Tax-Efficient Solutions
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Direct indexing

Direct Indexing: What Is It and Who Should Invest?

Learn how direct indexing works and how it compares to ETF investing.

Direct indexingTax optimizationNdividual investorsIndexing services

Maximizing Wealth: A Strategic Approach To Minimize Capital Gains Taxes On Business Sales - Capital Gains Tax

The sale of a business often represents a significant financial milestone for proprietors. However, the accompanying tax obligations can be substantial.

Analysts journalActive managementShort salesBeta investmentDirect indexingDynamic direct long short investingMaximizing wealtha strategic approach to minimize capital gains taxes on business salesCapital gains taxIncome tax

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