Gifting Shares of Stock

A gift of highly appreciated shares of stock (Common Stock, shares of Mutual Funds or shares in Exchange Traded Funds) that you have owner for 1 year or longer, is a great way to forever avoid capital gains taxation on those shares. The gift can be in the form of Publicly Traded shares or Private Held shares (though an appraisal, specific to the transaction, is needed for Privately Held shares).

To give a give of stock please reach out directly to Julie Taulman at [email protected] or by phone at (303) 633-5801