Concentrated public stock solution Sankey diagram
We need better ways of organizing solutions
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Concentrated public stock solution Sankey diagram
Earlier this month, I published the latest Tax Alpha Trends one-pager.
Everything on that page is, more or less, what advisers ask me about.
The most popular topic is solving concentrated public stock risk.
There’s something in that particular corner of wealth for everyone:
Risk and tax management
Tax planning: estate, gift, inheritance, federal, state, local
Plus, the opportunity to listen carefully to the client's priorities and help them out
In fact, I’ll be doing a CE course for the Financial Planning Association of Central Oklahoma next week on the latest and greatest in managing concentrated public stock wealth.
Please pay extra careful attention to the time zone: 1:30 PM PT / 3:30 PM CST.
To get ready for that talk and to take things up a level, I wanted to go beyond simply listing the solutions.
So, here’s a Sankey diagram showing solution groupings, solutions, and outcomes.