‘Tis the season for giving, but should you gift cash to your favorite charity this holiday season? Gifting appreciated stock can save you money in capital gains taxes, and best of all, your favorite charity won’t have to pay capital gains taxes at all! Contact us to find out how!
Author: Brett Fry
Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions. View all posts by Brett Fry