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20-May-2018 17:30

For that reason, it makes sense to not only understand your investment goals and objectives, but also to understand the potential tax implications of each type of stock ownership before deciding which of your shares to liquidate.

Long-term capital gains (losses) will be recognized should you sell the shares after 1 year from the date of purchase.

cash exercise of concentrated equity " data-medium-file="https://i2com/ fit=1024,678&ssl=1" class="wp-image-683 size-medium" src="https://i0com/ resize=300,199" alt="cashless exercise concentrated equity" width="300" height="199" srcset="https://i2com/ Other times, the substantial allocation to one company stock is forced.

Sometimes, the decision to exceed the rule is intentional.

This begs the questions, at what point is it best to unwind a concentrated equity position?

tax implications of liquidating-77

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Furthermore, what is the best strategy to diversify* a large allocation of company stock into other holdings?

One such issue is to address the tax implications of said reallocation.