Strategies for Individuals as TCJA Expires

Gifting low basis stock can be a smart strategy for those looking to maximize their charitable contributions or efficiently transfer wealth to family members.

Tax season can be stressful, but with proper preparation, you can make the process smoother. Here are some tips to help you navigate tax season:

Gifting can serve the dual purpose of helping you decrease your tax liability, while giving you the opportunity to see your beneficiaries enjoy their gift.

Maximizing the Benefits of Charitable Giving Before December 31, 2023