Is it hard to decide what to buy grandchildren for their birthdays?

With just over one-third of Americans between 18-34 owning stock, gifting shares in a promising company may be the answer.

But, consider these important points:

  • Capital Gains Taxes – How the stock’s value has changed during your ownership may determine how best to structure your gift.
  • Gift Tax Rules -The value of your gift determines IRS reporting requirements and whether it is subject to a gift tax.

Let us know if you’d like to gift stock to your grandchildren.

We’ll be happy to help you begin the process!


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