Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations.
Wes shares his perspective on donating highly appreciated assets, including publicly traded securities, and some of the complexities associated with donating less-liquid assets that may require appraisal.
{The views expressed are Wes Karger’s own, made in his capacity as a media commentator, and do not constitute investment, tax, or legal advice or a recommendation to buy or sell any security. This post is shared for informational purposes only and is not an endorsement of TwinFocus or its services by Financial Planning or the author of the article. TwinFocus is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.}
