Sentence examples for appreciated security from inspiring English sources

That would make it advantageous to give an appreciated security to an elderly relative who has modest income, rather than selling it and paying capital gains tax.

When you donate an appreciated security you've held for at least one year, you claim a deduction equal to its fair market value not your purchase price.

For example, SIPs might invest all available cash just days before the client needs a withdrawal, sell funds to generate cash just days before a contribution, generate capital gains taxes unnecessarily by selling a highly appreciated security or fail to purposefully realize capital gains while the client is in a lower tax bracket.

You can fund either investment with appreciated securities and postpone capital gain tax on the appreciation.

Then you use charitable contributions of appreciated securities to reduce ordinary income.

A gift of appreciated securities can be a highly effective way to support the Cantor Arts Center.

Giving appreciated securities is a tax-wise way to support Harvard.

For people with appreciated securities like stocks, donating now can make financial sense.

A transfer of appreciated securities -- stocks, bonds, mutual funds -- is as advantageous to you as it is beneficial to Cornell Law School.

Several methods, including different forms of planned gifts and gifts of appreciated securities, are available for funding the endowment.

If you transfer appreciated securities, the payment of capital gains tax may be spread over your life expectancy.