VIDEO: How to mitigate your tax burden after selling stock
Posted on January 28, 2025 by Blake Backer
Have you recently sold some stock or are thinking of selling? Now may be a good time to consider diversifying your portfolio if your net worth is primarily tied to a concentration of your company stock.
Jeff Feinstein, our Managing Partner, was recently joined by Steve Stroud, Senior Wealth Manager at Three Bell Capital, to discuss how tech executives at big tech companies such as Nvidia can diversify their investment portfolio by considering tax-advantaged alternative investments.
You can watch the full video to learn more about:
- The current state of the stock market and why now is a good time to consider exploring tax-advantaged alternative investments (4:20)
- Why tech executives should consider diversifying their portfolio (7:40)
- What to know before making a decision to sell and trigger a capital gain event (14:00)
- What tax benefits may be associated with investing in Opportunity Zones (18:20)

Based in Silicon Valley, Three Bell Capital has more than $3.2B in total assets under management and provides wealth management services to a wide array of clients, particularly the tech executives at big tech companies.
Pinnacle Partners’ BTR OZ Fund allows tech executives to potentially mitigate their tax burden after selling their stock by providing tax benefits associated with investing in Opportunity Zones, which include deferring and potentially eliminating capital gains tax.
Interested in seeing more updates like this or in learning more about our BTR OZ Fund? Contact us today by filling out the form below.
Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. It is only offered to suitable and qualified investors. Full details about the fund and its associated risks can be found in the fund offering documents.
Nothing in this blog post should be construed as tax advice. Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.