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Nancy Dollar Speaking at Morgan Stanley's Tax Wise Investing Series

Webinar
February 26 | 12:00 PM - 1:30 PM PST

Learn about key strategies:

  • What is a stock exchange fund?
  • What is private placement life insurance or variable annuity?
  • What is a 1031 Real estate Exchange Fund?
  • What is Qualified Small Business Stock?
  • What is a Legacy Income Trust?
  • Smart strategies to grow after-tax wealth in 2025.
  • A new year presents an opportunity to review and consider your investment strategies.
  • Appreciated assets present a risk and an opportunity.
  • What goes up in value, can often come down in value. Selling to diversify can be tax inefficient.
  • Consider tax wise investment strategies.

Five Strategies to consider for Tax Wise Investing

  1. Tax deferred exchanges for appreciated stock: Do you have highly appreciated, low tax cost basis stock, and wish you could lock in those gains and diversify but fear the capital gains tax. Learn about a strategy using Stock Exchange Funds?
  2. Annuities and life insurance: Have your investments generated strong returns, but in a tax inefficient manner, and less after-tax wealth to grow and compound?
  3. Tax deferred exchanges for real estate: Have you grown tired of managing your income generating appreciated rental property and wish you could keep the income but rid yourself of the landlord job?
  4. Qualified Small Business Stock: Have you founded or invested in a potentially high growth business, which when sold will be the primary liquidity event of your life – financing your need, wants and family legacy?
  5. Charitable Remainder Trusts: Do you own a highly volatile asset that hit historically high value in 2024, and wish you could monetize that gain without incurring a capital gain tax, and perhaps share some of your good fortune with your favorite charity?

Nancy Dollar: "​​Tax Wise Investing Strategies for Savvy Investors"

Register here
Nancy Dollar
Nancy Dollar
Partner
San Francisco, CA