VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Inventory, marketable securities, and other assets have still different liquidity characteristics and variables at play. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. Of course, one of the major questions from clients that advisors often answer is, “When can I retire?”

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 29, 2022

Or how do we work around a concentrated stock position, right? A lot of them come in with concentrated stock positions, right, of a company stock or a stock they’ve inherited or they’ve had a major liquidity event. And if they have concentrated stock positions, we’re doing covered-call strategies for them too.

Leverage 130

Leverage Planning Concentration Tax Planning 130