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DTSTART:20180419T211500Z
DTEND:20180419T233000Z
LOCATION:Hershey's Mill Clubhouse
UID:1525020180419T211500ZCCEPC April Dinner: The Renaissance of Single-Stock Concentration Risk Management
DTSTAMP:20260423T072952Z
DESCRIPTION:\nThe Renaissance of Single-Stock Concentration Risk Management\n \nPresented By:\n \n Tom Boczar, Esq., LL.M., CFA & Nischal Pai, CFA, Intelligent Edge Advisors, NYC​\n \n \n \n\n \n \n \nDate: 4/19/18\n \nLocation: Hershey's Mill Clubhouse \n \n \n \nProgram Description:\n \nWhether the result of equity-based compensation from employment at public companies, or the\n rewards of a liquidity event borne of entrepreneurial success, concentrated single-stock positions\n are relatively common among wealthy individuals. Clients often wish to maintain ownership of\n some or all of their highly appreciated stock for a variety of reasons, such as tax and estate\n planning considerations, emotional attachment to the stock and restrictions on the shares. With\n the stock market at record heights, interest rates steadily ratcheting up, risks seemingly\n everywhere and the possibility of tax reform in the air, single-stock risk management has taken\n on a renewed focus. Ideally, such investors would like to:\n \n\n • Preserve their unrealized gains at an affordable cost\n • Retain all future price appreciation and dividends\n • Defer the capital gains tax, and avoid other adverse tax outcomes\n • Potentially eliminate the capital gains tax through a step-up in tax-cost-basis at death\n • Avoid a reportable event for securities law purposes (if a company insider)\n \nThomas Boczar and Nichal Pai will review a variety of tools and techniques -- some\n old, some new, some obvious, some not-so-obvious -- that financial advisors and their clients\n might avail themselves of in order to achieve these objectives, including a new risk management\n solution, called the Stock Protection Fund, for investors seeking to reduce their downside risk\n over a long-term period, without capping their upside or triggering a reportable event.\n \n \n \nThank You To Our Sponsors For This Dinner\n \n\n \n \n \n\n
SUMMARY:CCEPC April Dinner: The Renaissance of Single-Stock Concentration Risk Management - Chester County Estate Planning Council 
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