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Tag: Net Unrealized Appreciation (NUA)

Video FAQ: What is a Net Unrealized Appreciation Strategy & Is It Right for Me?
February 19, 2021in Investments0by Client First Capital

Video FAQ: What is a Net Unrealized Appreciation Strategy & Is It Right for Me?

We’ve been getting a lot of questions regarding Net Unrealized Appreciation (NUA) strategies. This video reviews the basics of NUA as well as some practical examples. https://youtu.be/xF6lOZ-JMOw NUA Quick Facts:…

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Tax Planning for People with Concentrated Positions
January 11, 2021in Taxes0by Client First Capital

Tax Planning for People with Concentrated Positions

Sometimes when you’re accumulating wealth, your portfolio could become tied to one or more specific assets. When that happens, you’ll have what’s known as a concentrated position. In this post,…

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Video FAQ: What is a Net Unrealized Appreciation Strategy & Is It Right for Me?

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Your Kids are Grown – Here are 5 Ways You can Help Them - Preserve and Grow Their Wealth!

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Video FAQ: An Overview of Gift Taxes for 2021

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2021 and Beyond: Key Tax Impacts from the Biden Administration to Consider

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