With so much talk about potential changes to capital gains tax rates, one question we get a lot is how to prepare. Many of our executive clients have significant wealth tied up in individual equities, often their own company’s stock, and a bump in the long-term capital gains rate could make it harder to diversify their portfolios when the time is right. One strategy to consider involves using company stock for charitable donations instead of cash. In this video, we discuss this useful tax strategy.
