Supporting Veterans

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History shows that investing in the stock market over the long term has many advantages. Many security holdings have a significant level of unrealized gain. That is the good news.

The bad news is that if these appreciated securities are sold, a significant amount of the gain could be lost to federal taxation, plus additional state taxes. If you make gifts to Military Musters, now is the time to consider the effectiveness of gifting these appreciated assets instead of cash or checks.

If you've owned a corporate stock for at least 12 months, and give the stock to Military Musters, the IRS allows you to deduct its full market value without paying any tax on the long-term capital gain. Obviously, this benefits both you and Military Musters.  You get an additional tax deduction and Military Musters gets a larger gift than if you had sold the stock, paid tax on the gain, and given the remainder to Military Musters. 

And in that generous act, you get the assurance that you have made a difference in the lives of our troops and their families.

Before you request a transfer, please send us an e-mail and let us know the following:

    1. The name of the corporation (issue)
    2. The number of shares
    3. The expected transfer date and;
    4. The name and telephone number of your broker

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Please do this before you request a transfer. We will call or email you to make arrangements for the transfer, and thank you!

 

You should always check with your own tax advisor before making a gift of stock or securities.

 

Wednesday the 23rd. Affiliate Marketing.
Copyright 2012

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