Section 351 exchanges can help advisors navigate the complexities of diversifying clients' portfolios while deferring taxes.

If you’re familiar with the saying “don’t put all your eggs in one basket”, you probably know that it can refer to a variety of life situations. One of those situations can happen to investors when ...

A client walks into an advisor's office with a portfolio assembled over a period of years — say, an inherited trust account, a patchwork of funds and a concentrated position in a former employer's ...

Certain maneuvers allow you to exit from a highly appreciated stock position while delaying or avoiding the tax. But look closely at the drawbacks. How do you diversify away from a concentrated stock ...