Wealth Management Archives - NastGroup Financial
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Wealth Management

07 Aug Donating Highly Appreciated Stock. It can give you a tax break. It can give a charity a tax break in the future.

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a non-qualified account that doesn’t get special tax treatment), then you might want to consider donating those shares to charity rather than selling them...

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