In the News | Forbes
Smart tax strategies for dealing with a big stock gain
Dec. 5, 2025 · Authored by Andrew Whitehair
We’re proud to see Baker Tilly's Andy Whitehair featured in Forbes, offering a thoughtful perspective on one of the most pressing financial planning questions high-net-worth individuals face: how to responsibly manage a large, volatile and highly appreciated stock position. Andy outlines seven strategies, from simple to sophisticated, that reflect the balanced, pragmatic approach our team brings to wealth and tax planning.
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