Journal of Financial Planning: October 2024 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2024 October 2024 More from this issue Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024 The FPA Community Weighs in on Communication Frequency By Journal Staff October 2024 October 2024: Stat Bank By Journal Staff October 2024 Related Events 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit FPA Austin May 20 Lunch Meeting Tue, May 20, 2025 Austin Country Club 2025 FPA Houston Symposium Tue, Sep 23, 2025 - Tue, Sep 23, 2025 The Junior League
Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024