Financial Planning

Financial Planning

Handling Single-Stock Concentration with a Section 351 Strategy

Accurate. IRC § 351(a) states that no gain or loss is recognized when property is transferred to a corporation in exchange for stock, provided the...

Financial Planning

Exploring Exchange Funds and Tax-Efficient Strategies for Deferred Gains

Meanwhile, Tyson Mavar underlines the need for flexible planning tools, noting that conventional advice may be too rigid. As he points out,...

Financial Planning

Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

PayPal Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Costco Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Chipotle Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Tesla Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Netflix Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Alphabet Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...

Financial Planning

Amazon Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...