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Unlocking a Tax Break with an Unexpected Twist: How Upstream Gifting Can Help Families Save on Capital Gains
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Unlocking a Tax Break with an Unexpected Twist: How Upstream Gifting Can Help Families Save on Capital Gains
by Kevin Kroskey, CFP®, MBA When it comes to giving, most of us think of passing assets down to children or grandchildren. But what if flipping that tradition on its head – by giving assets upstream, to a parent or older relative – could save your family tens of thousands of dollars in taxes? Welcome […] The post Sponsored Unlocking a Tax Break with an Unexpected Twist: How Upstream Gifting Can Help Families Save on Capital Gains first appeare…
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