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Featured · Executives

How to sell concentrated stock while often deferring the immediate tax hit, using a charitable trust

You have a large position in one stock, maybe from years of equity comp or a single lucky bet, sitting on a big unrealized gain. Selling it outright to diversify means writing a large capital-gains c…

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Executives

How to sell concentrated stock while often deferring the immediate tax hit, using a charitable trust

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Your solo 401(k) may owe a July 31 filing, and your broker won't do it

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The health-insurance deduction S-corp owners lose on a technicality

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