Posted By
V.L. GENEZ
12-17-2025 19:51
Found In
Egroup:
Tax Strategies
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For the past 15 years, my wife and I have donated appreciated securities equal to 30% of our AGI to our donor-advised fund. These securities were purchased in the 1990s, and over 90% of their current FMV represents a LTCG. Because of the significant favorable tax treatment of this strategy, we will not ...
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