Reducing the Tax Liabilities of Appreciated Securities

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Categories: Advisors

Search Topics: Tax Planning for Individuals

If you have charitably inclined clients who have highly appreciated securities, a bull market could be the ideal time for them to act. By donating those securities to a private foundation, they capture those gains without paying a capital gains tax, plus they get a charitable income tax deduction. The ultimate cherry on top? Unsurpassed financial control and philanthropic flexibility that comes with having their own private foundation.

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