At the Money: Deferring Capital Gains on Appreciated Equity
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Team Voice Small. Some investors have big concentrated equity positions that have accrued Big games. Maybe it's due to employee stock option plans, perhaps they have some founder stock from a startup, maybe there was an IPO or a takeover.
But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. The challenge for investors is how can they diversify When selling shares to owing Big capital gains. What's an investor to do?
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