Lump Sum (2)

Financial Planning

Apple Employees: How Options Collars Can Manage Appreciated Stock Without Triggering Taxes

Discover how Apple investors can protect growing stock positions with options collars and limit taxable events.

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...

Financial Planning

Microsoft 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...