Dallas-based Stillwater Capital Investments and investment firm Pinnacle Partners are planning a...
Tax & Investment Strategies with Capital Gains from Stock Sales
On Thursday, September 7, 2023, Pinnacle Partners hosted a webinar where we discussed Opportunity Zone real estate as a tax-efficient investment strategy for concentrated stockholders. Pinnacle was joined by Three Bell Capital, who provided expert insights on:
How Three Bell specializes in working with tech employees managing concentrated equity positions, and the monetization strategies they advise.
Once the equity position is sold, and a capital gain is realized, what are some tax-efficient reinvestment strategies that Three Bell recommends, including Opportunity Zone real estate
Why OZ real estate is a great option for concentrated equity holders, and specifically, why Three Bell has advised their wealth management clients on investing with Pinnacle Partners
With the recent rebound in the Nasdaq, up over 30% year to date, why it is prudent for employees at these companies like Nvidia, Microsoft, Apple, Amazon, and Tesla, to take some chips off of the table and diversify
Why now is an opportunistic time to invest in multifamily and Build-to-Rent development projects in the right markets with compelling growth attributes
Please get in touch with our team if you have any specific questions.