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Ways to Maximize Tax Benefits Through GiftingWays to Maximize Tax Benefits Through Gifting

Watch as Jeremy Milleson, Director, Investment Strategy, Parametric, discusses the benefits of gifting securities.

November 23, 2021

 

Watch as Jeremy Milleson, Director, Investment Strategy with Parametric, discusses the benefits of gifting securities with Diana Britton, Managing Editor for WealthManagement.com.

What are the benefits of gifting securities instead of cash?
What should advisors and clients consider when gifting in a separately managed account?
How can gifting be used to replenish a client’s cash bucket?
How can gifting be used to manage adjusted gross income, given that clients will likely be faced with higher tax rates in the future?

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