Sharpe Blog

Archive for September, 2017

Posted September 19th, 2017

Answers to “A Gift Planning Quiz”

Click here to view original post, “A Gift Planning Quiz.” Let’s see how you did. Donor uses highly appreciated stock to pay a legally enforceable pledge. Why isn’t Donor treated as selling or exchanging the stock, so that Donor realizes a capital gain? Hint: If an individual pays a debt by transferring appreciated stock to… read more

Posted September 15th, 2017

Congressional Outline for Tax Reform Expected Soon

Sharpe Group experts will be monitoring tax reform measures and news as talks continue and legislation is prepared. We’ll be posting updates on this blog. According to this news story from NBC News which ran on September 14, a Congressional outline should be coming around Sep 25, but legislation is not yet ready to be… read more

Posted September 13th, 2017

A Gift Planning Quiz

Here’s a quiz. Answers next time. Donor uses highly appreciated stock to pay a legally enforceable pledge. Why isn’t Donor treated as selling or exchanging the stock, so that Donor realizes a capital gain? Hint:  If an individual pays a debt by transferring appreciated stock to the creditor, the individual is treated as selling or… read more

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