Transferring Future Growth of a Security to your Spouse

Feb 20, 2019 | Travis Stringer


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If you hold a security, such as a stock, that you expect will significantly increase in value and you’d like to have its future appreciation taxed in the hands of your spouse rather than in yours, this article discusses a potential tax planning approach that may help you achieve this without triggering the income attribution rules.

Transferring Future Growth of a Security to your Spouse