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Tax Consequences of Selling a Concentrated Stock Position in 2012 vs 2013

Insight August 21, 2012

Rimon, P.C. and Bernstein commissioned a study on tax consequences of diversifying and divesting concentrated stock holdings in 2012 versus 2013 to get a sense for the impact of changing tax rates, including new healthcare taxes, on selling and diversifying private stock. The study explores the upfront tax difference in executing trades this year versus next year, and the impact that difference can have over the longer-term. This raises important questions we should all be asking regarding planning for an efficient transaction, deployment into new investments – private or public – and multi-generational or charitable planning. Read the case study here.