When it comes to taxes, the lower the percentage the better.
Gradient Tax has designed a presentation to show prospects and
clients with employer-sponsored plans containing company stock how
they may reduce their tax on these holdings to 15%.
Presenting this opportunity known as Net Unrealized Appreciation
(NUA) will separate you from the competition and enable you to
bring on high net-worth clients and open up the flood gates for
quality referrals and powerful Human Resources relationships.
If you are not familiar with Net Unrealized Appreciation, this program
is a MUST READ.