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Nerd's Eye View | Kitces.com
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Maximizing NUA Benefits For Employee Stock Ownership Plans
https://www.kitces.com/blog/net-unrealized-appreciation-nua-employee-stock-ownership-plans-esop-capital-gains-income-tax/
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Advisors can assist clients in navigating the rules to take advantage of NUA tax benefits and selecting alternatives if the NUA strategy is tax-inefficient!
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