FPA Takeaways: Upstream Gifting, QSBS Exclusions

Check Your Balances

English - June 15, 2022 04:00 - 19 minutes - 13.8 MB - ★★★★★ - 49 ratings
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Ross and Dan recap their takeaways from last week's Financial Planning Association conference. In particular they cover two strategies that can help avoid capital gains tax: upstream gifting, and the qualified small business stock exclusion.

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