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Managing concentrated stock wealth : an advisor's guide to building customized solutions / Tim Kochis; Michael J Lewis
Hoboken, New Jersey : Bloomberg Press, an imprint of Wiley, 2016
xxiii, 203 pages. : illustrations ; 24 cm.
Ký hiệu phân loại (DDC): 332.63
Explains to financial advisers a wide range of strategies for managing concentrated stock positions, including sale, gifts to charity and family, and retention"--Provided by publisher.
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