skip to Main Content

January 24, 2019, Thursday: 5 Strategies Celgene Stockholders Need to Know

1 min read

An informative session with RegentAtlantic Chad O’Brien, CFP®, FRM and Abby Rosen, CFP®, MS

Bristol-Myers Squibb’s aquisition of Celgene may generate a significant tax burden for Celgene stockholders.

Join our 30 minute webinar on:

  • Planning for the conversion of Celgene stock options and restricted stock to Bristol-Myers Squibb awards
  • Using unrealized losses to offset taxable gains in Celgene
  • Various Charitable Giving Strategies
  • Qualified Opportunity Zones
  • Defective Grantor Trust

Thursday, January 24

Click a time below to register
7:30-8:00am
12:30-1:00pm
6:30-7:00pm

This session is not a substitute for personalized advice from RegentAtlantic. Please be sure to consult with your tax or legal advisors.

Back To Top