Maximize Your Charitable Impact with Appreciated Stocks скачать в хорошем качестве

Maximize Your Charitable Impact with Appreciated Stocks

Donating appreciated stock can maximize charitable contributions and minimize tax liabilities. Recent changes in Israeli tax laws make this an ideal time for investors to leverage their appreciated stock holdings. Learn how to identify the best candidates in your portfolio for donation, understand core and satellite positions, and maintain a diversified portfolio. Enhance your financial planning by avoiding hefty capital gains taxes and obtaining valuable tax credits. Discover expert insights on rebalancing your portfolio, maintaining diversification, and making impactful donations that align with your long-term goals. Key Takeaways and Action Points: Identify Profitable Positions: Review your portfolio to find stocks with significant unrealized gains as potential donation candidates. Evaluate Your Strategy: Consider which positions to hold for the long term and which to donate, keeping your overall financial goals in mind. Understand Tax Benefits: Learn about the tax advantages of donating appreciated stocks, including avoiding capital gains taxes and securing tax credits in Israel. Rebalance Your Portfolio: Optimize your asset allocation without adverse tax consequences. We do not provide tax advice. Be sure to consult with your own tax advisors before taking any steps discussed here. For more insights, visit the Goldstein on Gelt blog. Enjoyed this episode? Don't forget to share it, and to give a 👍 to the "Goldstein on Gelt" show for more insightful financial podcasts tailored for life in Israel.   Visit our website: https://profile-financial.com  Sign up for our Newsletter: https://profile-financial.com/newsletter Read Doug’s Books: https://goldsteinongelt.com/books/   Listen to The Goldstein on Gelt podcast: https://goldsteinongelt.com    Follow Doug on LinkedIn:   / douglasgoldsteincfp   Follow Doug on Facebook:   / douglas.goldstein.16     Content Disclaimer Welcome to the materials produced by Douglas Goldstein. Before engaging with our content, whether video, podcast, written format, or any other medium, please consider the following important information: 1.       General Disclaimer: The materials provided are for informational, entertainment, and educational purposes only. They do not constitute financial, legal, or tax advice, nor are they a solicitation to buy or sell any securities. The opinions expressed are those of Douglas Goldstein and not necessarily those of Portfolio Resources Group, Inc. or its affiliates. Neither PRG nor its affiliates provide tax or legal advice. 2.       Investment Risk Warning: Investments carry risks, including the potential loss of capital. No assurance can be given that any investment strategy will be successful or will achieve any particular level of performance. Past performance is not indicative of future results. Consult with a qualified investment professional before making any investment decisions. 3.       No Liability: Douglas Goldstein, Profile Investment Services, Ltd., and its affiliates accept no responsibility for any losses, damages, or liabilities that may arise from the use of the information provided in these materials. The content should not be viewed as a guarantee of success. 4.       Regulatory Compliance & Non-Solicitation: This content is not intended to provide advice on securities laws or international regulations and should not be considered a solicitation or offer to buy or sell any security, product, or service to any U.S. or non-U.S. investor in jurisdictions where such activity would be contrary to law or would require additional registration. 5.       No Obligation to Update: Douglas Goldstein, Profile Investment Services, Ltd., and its affiliates are not obligated to update or correct any information presented in these materials. 6.       Individual Consideration: The information presented does not consider your individual financial situation, objectives, or needs. It is not intended as personal recommendations. Before acting on any information, consider its suitability to your circumstances and seek advice from your financial or investment adviser. 7.       Securities and Custodial Services: Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. By accessing, viewing, or using this content, you acknowledge and agree to the terms outlined in this disclaimer, understanding the risks involved with investment decisions and the general nature of this informational content.