How HNW Professionals & Investors Diversify & Defer Cap Gains



Have you every wondered how many HNW Professionals & Investors are diversifying highly appreciated concentrated stock positions and deferring capital gains ? Join us @ The Silicon Valley Tax Podcast YouTube Channel to learn more.


If you are aspiring HNW, you'll want to learn about the strategy for potential future consideration.


As we approach year end, if you aren't satisfied with effective tax rates and tax cash outflows you are on target to lock-in for 2022 or 2023, reach to get our conversation started. Overpaying taxes is an option, however is expensive.


Cobalt PacWest | CPAs & Advisors

Natalie C. Papagni, CPA

Principal & Tax Strategist

3000 El Camino Real, Bld 4, Suite 200

Palo Alto, CA 94306


650.930.9562 | 877.223.5678

npapagni@cobaltpacwestadvisors.com

www.cobaltpacwestadvisors.com