Old Problems, New Solutions: Techniques for Solving Concentrated Stock Positions
This webcast presents a historical perspective on the downside risks of appreciated public equity positions as well as tax-efficient strategies for diversification and risk mitigation.
Format
Webcast
Date
Jun 18, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Slava Malkin, Lisa Goldberg, Lincoln Fleming
Availability
3 months
Product Number
WC5281342
Many CPAs have clients who hold positions in appreciated, concentrated stock.
In this webcast, we will explore the unique challenges, complexities and behavioral issues associated with these positions, drawing insights from the historical performance of individual stocks.
We also examine tax-efficient strategies to mitigate the downside risks of concentrated positions, focusing on their benefits and drawbacks.
The webcast includes an in-depth look at tax-aware strategies for concentrated stock diversification using margin and shorting.
Key Topics
- Understanding the challenges and behavioral issues of concentrated stock positions
- Learning tax-efficient strategies to mitigate downside risk in concentrated positions
Learning Outcomes
- Apply the challenges, complexities and behavioral issues around concentrated positions.
- Determine the historical performance of single stocks relative to their index.
- Analyze some of the existing concentrated stock solutions.
- Distinguish the benefits and drawbacks of concentrated stock diversification using margin and shorting.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment or risk management planning services
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.