Depending upon the estate circumstances, this could result in unwanted estate tax exposure for family business succession planning. (insuranceandestates.com)
Short article on how to use tax sheltered investments in conjunction with a passive investment strategy to minimize tax exposure. (havenfinancial.com)
Executives with concentrated and restricted positions in a public company stock may think about donating shares to help reduce tax exposure in their portfolios. (schwabcharitable.org)