What are the competing considerations

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Question: While we're talking about being "wagged by the tax tail," what would be your response to the tax preparer who recommends that your client who just exercised employer stock options hold the shares -- which represent 30% of the value of the client's portfolio -- for at least a year in order to be assured of long-term capital gains tax treatment? What are the competing considerations that need to be balanced?

Reference no: EM133609859

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