Journal of Financial Planning: October 2024 Click HERE to read this article in the DIGITAL EDITION. Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2024 October 2024 More from this issue Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024 The FPA Community Weighs in on Communication Frequency By Journal Staff October 2024 October 2024: Stat Bank By Journal Staff October 2024 Related Events 2025 FPA DFW Conference Thu, Feb 13, 2025 Irving Convention Center 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit
Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024