Epstein Index›Documents›EFTA00996939
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00996939: Holder (DS9)

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This document discusses investment options that can be exercised early by the holder, noting that cheaper options are available but exercising them early could trigger a taxable event that would be pulled forward in time. The document pertains to tax and investment planning considerations.

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The listed options will likely be cheaper (a clear positive) but can be exercised early by the **holder** which means your taxable event could be pulled forward

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