Recent Posts

Archive

Tags

Fusing Family and Philanthropic Visions


Wealthy families can now transfer wealth to children and grandchildren at a transfer tax discount of up to 50 percent, while receiving up to a 50 percent current charitable income tax deduction—all while avoiding tax on the subsequent sale of appreciated assets

For many years charitable planned giving has been a favored way to avoid capital gains taxes on the sale of appreciated assets, as well as to transfer assets to family while giving income to charity. However, until recently there were limited opportunities to transfer significant wealth to younger generations while capturing meaningful current charitable income tax deductions.

Please click here to continue reading: http://bit.ly/2hq9K4O

 

Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach