The Season for Giving
2017 has been a year of record highs for markets, so if you're looking to make charitable donations, consider giving appreciated stock. You can deduct the full amount of the donation and avoid paying taxes on the gain - a double tax break! Do keep in mind that charitable donations must be made by December 31st to qualify for a tax deduction.
Thanksgiving was last week, and it seems like Christmas is just around the corner. If you're wondering what to get your children, grandchildren, nieces or nephews, consider contributing to a college savings account. This is a wonderful way to provide for their education by benefiting from the growth in financial markets.
Call us, and we can help you make your gifts happen!