Concentrated Stock Comprehensive Guide eBook PDF version - Page 18

Meet your Concentrated Stock and Tax Experts

Our Approach to Concentrated Stock is Unique in 3 Ways:

1. DEEP ANALYIS

What factors drive the stock?

We utilize a Technical, Macro, and Fundamental analysis, resulting in deeper insights.

2. TACTICAL MANAGEMENT

What are the earnings state? We evaluate the company events (are the stocks trending higher or lower) to truly understand the stock position and take action to protect against the downside.

3. FOCUSED ON WHAT YOU CAN KEEP

Using tax-optimizing strategies such as Charitable Remainder Trusts (CRTs) to actively employ tax-loss harvesting tactics.

King Lip, CFA, CMT

Chief Strategist & Partner

King leads the firm’s specialized strategies on Concentrated Stock management and Options. King is also a member of the S&P Dow Jones Indices U.S. Index Committee Advisory Panel and a member of BlackRock’s RIA Advisory Council.

Gerry O'Connell, Enrolled Agent

Partner, Tax Planning

Gerry is an Enrolled Agent (EA) the premier tax accreditation recognized by the IRS. Areas of special interest include estate planning strategies, retirement planning, real estate tax minimization, and US reporting of assets held overseas.

Matthew Munro, CFP

Wealth Advisor, Director

Matt has eight years of wealth management experience, specializing in concentrated stock management and equity compensation.

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