STOCKS & SECURITIES
Have You Considered Making a Gift
of Listed Securities?
What is Alternative Minimum Tax (AMT), and why should some donors be worried about it?
There will be potential changes to the AMT starting on January 1, 2024.These updates may impact the rate at which charitable gifts will be taxed, specifically gifts of securities. New legislation may increase the need for donors to obtain professional advice.
Learn more about this latest development and how you can still make your philanthropic plans this year.
V.P. Philanthropy, UOHI
Paul Labarge, C.M
Founding Partner of LaBarge Weinstein LLP, Former Chair, UOHI
Ian W. Hendry, FCPA, FCA, TEP
Founding Partner, Hendry Warren LLP, (Retired) Chartered Professional Accountants
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