In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions.
Structuring To Optimize Tax-Efficiency:
Recent Developments and Innovations in Single Stock Concentration Risk Management
Published in Investments & Wealth Monitor, March/April 2010
Investors holding a concentrated stock position can hedge against a decline in the price of a stock, retain some upside potential, defer capital gains tax, and avoid any out-of-pocket expenditure by implementing a cashless (or zeropremium) collar. Read the article.

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