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2. How to give stock as a holiday gift

   www.aol.com/finance/stock-holiday-gift-110006270...

   You can safely gift stock under the annual gift exclusion, which allows individuals to give up to $17,000 annually (for 2023) or $18,000 (for 2024) to any number of recipients without incurring a ...

3. The Gifting Strategy That Could Help You Avoid Estate Taxes - AOL

   www.aol.com/upstream-gifting-help-avoid-estate...

   February 11, 2024 at 11:30 AM. Upstream gifting is a tax and estate planning strategy that calls on giving highly-appreciated assets to someone in an older generation, who in turns leaves the ...

4. I’m a Financial Advisor — Here Are 6 Tips To Reduce Taxes ...

   www.aol.com/m-financial-advisor-6-tips-123238020...

   But your money will go further if you donate appreciated assets such as stocks, exchange-traded funds or other securities, Virta suggested. “By gifting appreciated securities, you can give more ...

5. Gift tax in the United States - Wikipedia

   en.wikipedia.org/wiki/Gift_tax_in_the_United_States

   v. t. e. A gift tax, known originally as inheritance tax, is a tax imposed on the transfer of ownership of property during the giver's life. The United States Internal Revenue Service says that a gift is "Any transfer to an individual, either directly or indirectly, where full compensation (measured in money or money's worth) is not received in ...

6. Donor-advised fund - Wikipedia

   en.wikipedia.org/wiki/Donor-advised_fund

   A donor-advised fund is an account at a sponsoring organization, generally a public charity, where an individual can make a charitable gift to enjoy an immediate tax benefit and retain advisory privileges to disburse charitable gifts over time. The contribution a donor makes to their donor-advised fund is 100% irrevocable and destined for a ...

7. Charitable contribution deductions in the United States

   en.wikipedia.org/wiki/Charitable_contribution...

   A further trap awaits the unwary U.S. investor who donates depreciated assets – assets on which there have been losses in value – to charity. The gift actually forfeit the tax deductibility of the capital losses, and only the depreciated (low) market value at the time of the gift is allowed to be deducted, rather than the higher basis.

8. Make an impact by maximizing year-end charitable giving to ...

   www.aol.com/impact-maximizing-end-charitable...

   Gift appreciated stock to your favorite charity. Gifting low-basis stock instead of cash can be a strategic option to support a 501(c)(3) charitable organization.

9. Charitable remainder unitrust - Wikipedia

   en.wikipedia.org/wiki/Charitable_remainder_unitrust

   Often, CRUTs can be used to save income, gift, and/or estate tax. Because the CRUT is a tax-exempt entity [14] a CRUT can be used to sell highly appreciated assets at greatly reduced tax consequences. For example, assume an individual purchases publicly traded stock for $50,000.00. Assume that, over time, the stock appreciates in value to $1 ...