Скачать или смотреть What To Know Before Gifting Appreciated Assets?

Considering gifting appreciated assets to loved ones or charity? This video unpacks the crucial factors you need to understand before making such a significant financial move. Learn how strategic gifting can optimize your philanthropic impact and potentially reduce tax liabilities.

In this insightful discussion, you'll discover:
► Key tax benefits and considerations when gifting assets that have increased in value.
► The importance of understanding cost basis and capital gains in gifting strategies.
► How gifting appreciated assets can impact both the donor and the recipient.
► When it makes sense to gift appreciated stock or property versus cash.
► Essential planning tips to ensure your charitable or personal gifts are tax-efficient.


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