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concentrated stock

White text on a blue-green gradient background reads: “The Section 351 Exchange Explained,” providing insights into how a section 351 exchange can help you manage concentrated stock positions.

The Section 351 Exchange: The Tax-Smart Way to Diversify a Concentrated Stock Position

Text reads: “6 Strategies to Diversify a Concentrated Stock Position” on a blue-green gradient background, offering practical solutions for those looking to diversify a concentrated stock position effectively.

6 Strategies to Diversify a Concentrated Stock Position and What Each One Costs You in Taxes