Nischal R. Pai


Appearances

  • Thumbnail for Tax-Efficient Monetization of Concentrated Wealth
    Identification
    29
    Date
    January 22, 2013
    The bulk of a client's wealth is often held in the form of privately-owned businesses, commercial real estate, and publicly-traded , concentrated stock positions. Baby Boomers are aging, and vast amounts of these highly appreciated assets must be monetized to fund their retirements…

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