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 Houston Symposium Tue, Sep 23, 2025 The Junior League 2026 FPA DFW Conference Thu, Feb 19, 2026 Irving Convention Center FPA Puget Sound Symposium - 2026 Thu, Apr 16, 2026 Seattle Summit Convention Center
Tax-Efficient Ways to Diversify Concentrated Stock Positions By Peter Lazaroff, CFA, CFP® October 2024