Nov 1, 2018 | Firm Updates, Individual Tax, Tax Tips
A tried-and-true year-end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you know that you can enjoy an additional tax benefit if you donate long-term appreciated stock...
Nov 28, 2017 | Firm Updates, Individual Tax, Tax Tips
We’re entering the giving season, and if making financial gifts to your loved ones is part of your plans—or if you’d simply like to reduce your capital gains tax—consider giving appreciated stock instead of cash this year. Doing so might allow you to eliminate all...