“Donating appreciated stock… you avoid paying capital gains tax… still get to deduct the full fair market value”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
Retire Right Radio · Running Out of Money in Retirement
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fly in high-profile tax and finance experts (e.g., Ed Slott, David Walker) for client appreciation events
“Donating appreciated stock… you avoid paying capital gains tax… still get to deduct the full fair market value”
“We have what's called our expert team… we can't bring an outside expert until we have an actual client… that's when they get very granular.”
“Structuring around secondaries in the primary financing events with tenders… generating more trading activity.”
“‘We shed a lot of retainer clients… pivot to project-based, outcome-based, strategic projects… expert service-based businesses’”
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