Sentences with phrase «highly appreciated securities»

However, by removing the highly appreciated securities from their investment portfolio, they avoid having to eventually pay capital gains tax on the $ 20,000 gain and therefore save an additional $ 3,000 (15 percent x $ 20,000) in federal income taxes.

However, if your client does not meet any of the criteria mentioned above, you may want to run the numbers, because gifting highly appreciated securities may provide more bang for your buck than gifting from the IRA.

For years, taxpayers have been told that one of the most tax efficient ways to make charitable donations is through gifting highly appreciated securities.

This vehicle allows you to put money or highly appreciated securities into the account, take the deduction in the year that you do so, but then gift the money or investments to your favorite charity whenever you want.

Not exact matches

Rather, gifting highly appreciated stocks allows you to save on capital gains taxes that you would have otherwise incurred if you sold those securities and handed over the cash.

And being the key event around food security, the networking opportunities were highly appreciated.

«Your efforts in taming troops from polling stations and any form of political engagement, warding off criminals, political thugs and disgruntled elements to the peace, security and success of the election is highly appreciated and widely commended and reported, we hereby urged you to continue with the good work» — Nweze stated.

As with donating appreciated securities directly to a charity, investors can steer highly appreciated assets into the donor - advised fund, thereby removing the tax burden associated with the embedded capital gain from their portfolios.

Donating a highly appreciated asset like stocks and securities may allow you significant tax savings while still receiving a charitable deduction.