Vanbridge Webinar: Taxes and the Paradigm Shift in Investment Focus 2022 | PKF O'Connor Davies, LLP | 4 April 2022 | Webinar
Venue
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| Event Date |
Tue Apr 5 UTC (over 2 years ago)
In your timezone (EST): Mon Apr 4 8:00pm - Mon Apr 4 8:00pm |
| Location | Webinar |
| Region | All |
Details
The panel of key industry thought leaders will discuss how to protect capital gains more efficiently through ETF conversions as well as the strategic uses of ETF Conversions, Concentrated Stock Portfolios and Tax Liability Insurance.
Discussion topics will include:
• Stock Diversification Requirements and Contribution Analysis
• Supporting Tax Opinion and IRS Section 351
• Importance of Risk Management & Tax Liability Insurance Wraps
• In-Kind Seeding Process & the Potential Benefits for Clients
• Syntax Advisors and their Stratified Weight ETFs
• How Advisors are Thinking About this Program
• Next Steps & the Q322 In-Kind Seeding
Speakers
2022 Speaker
Tom Riggs
Tax Partner and Managing Director, PKF O'Connor Davies