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!

This information is provided for general information purposes only and is not intended to provide specific investment advice. The information in the articles should not be relied on for tax reporting, accounting, or valuation purposes. Past performance is not a guarantee of future performance. It is not possible to invest directly in an index.

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