• Reduce Your Tax Burden by Donating Appreciated Stock

  • Nov 11 2024
  • Length: 4 mins
  • Podcast

Reduce Your Tax Burden by Donating Appreciated Stock

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  • Summary

  • Imagine this: You’re ready to donate money, but your wealth is stuck in stocks. This was the challenge for one of my clients during the war. He wanted to make a significant donation to help the soldiers, but his assets were stuck in investments that if he sold them, he would owe a large capital gains tax. So, he felt stuck.
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