Episode 1: Charitable Giving with Appreciated Securities

We discuss using appreciated securities to make charitable gifts - the benefits of gifting stock held for over a year, how the gift is valued, mutual funds, closely-held stock, and opportunities in 2020 through the CARES Act.

Our guest is Stephen Berman, CPA, Tulane class of 1970, MBA 1972, of Stephen M. Berman & Associates, LLC.

This episode contains time-sensitive content that may no longer be applicable after 2020.