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UID:20220319T0458Z-1647665930.66-EO-12743-1@127.0.0.1
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DTSTAMP:20260822T044905Z
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DTSTART;TZID=America/New_York:20220405T110000
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SUMMARY: Vanbridge Webinar: Taxes and the Paradigm Shift in Investment Focu
 s
DESCRIPTION: Tom Riggs\, Tax Partner and Managing Director\, will be a pane
 list at Vanbridge’s Taxes and the Paradigm Shift in Investment Focus Webina
 r on Tuesday\, April 5\, 2022 at 11:00 am. The panel of key industry though
 t leaders will discuss how to protect capital gains more […]
X-ALT-DESC;FMTTYPE=text/html: <p><a href="https://www.pkfod.com/people/thom
 as-riggs/">Tom Riggs</a>\, Tax Partner and Managing Director\, will be a pa
 nelist at <a href="https://info.vanbridge.com/join-vanbridge-and-our-panel-
 of-key-industry-thought-leaders-to-discuss-taxes-and-the-paradigm-shift-in-
 investment-focus-1647525967294?ecid=ACsprvuZlC45SMZvFl-OnC65742pZrXnqC0h-2V
 ZGYGUdVGoKjls-P1GIUUl3C9Ym13EOXdcdwhn&utm_campaign=Vanbridge%20Companies%20
 Communication&utm_medium=email&_hsmi=207132923&_hsenc=p2ANqtz-9f8Is0XRlLG0W
 MOyiZPolXMrdMuE5jcAsYdE7vcuY6-taLjUh-Cc8s71oaZWmUk8uEvutGscXrFrEFikMBGZmkEx
 VdNA&utm_content=207132923&utm_source=hs_email">Vanbridge's </a><span><a hr
 ef="https://info.vanbridge.com/join-vanbridge-and-our-panel-of-key-industry
 -thought-leaders-to-discuss-taxes-and-the-paradigm-shift-in-investment-focu
 s-1647525967294?ecid=ACsprvuZlC45SMZvFl-OnC65742pZrXnqC0h-2VZGYGUdVGoKjls-P
 1GIUUl3C9Ym13EOXdcdwhn&utm_campaign=Vanbridge%20Companies%20Communication&u
 tm_medium=email&_hsmi=207132923&_hsenc=p2ANqtz-9f8Is0XRlLG0WMOyiZPolXMrdMuE
 5jcAsYdE7vcuY6-taLjUh-Cc8s71oaZWmUk8uEvutGscXrFrEFikMBGZmkExVdNA&utm_conten
 t=207132923&utm_source=hs_email">Taxes and the Paradigm Shift in Investment
  Focus</a> Webinar on <strong>Tuesday\, April 5\, 2022 at 11:00 am</strong>
 . The panel of key industry thought leaders will discuss how to protect cap
 ital gains more efficiently through ETF conversions as well as the strategi
 c uses of ETF Conversions\, Concentrated Stock Portfolios and Tax Liability
  Insurance.</span></p><p><span><strong>Discussion topics will include:</str
 ong><br /></span></p><ul><li>Stock Diversification Requirements and Contrib
 ution Analysis</li><li><span>Supporting Tax Opinion and IRS Section 351</sp
 an></li><li><span>Importance of Risk Management & Tax Liability Insurance W
 raps</span></li><li><span>In-Kind Seeding Process & the Potential Benefits 
 for Clients</span></li><li><span>Syntax Advisors and their Stratified Weigh
 t ETFs</span></li><li><span>How Advisors are Thinking About this Program</s
 pan></li><li><span>Next Steps & the Q322 In-Kind Seeding</span></li></ul>
CATEGORIES:Speaking Engagements
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/vanbridge-webinar-taxes-and-the-
 paradigm-shift-in-investment-focus/
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