Transferring Future Growth of a Security to your Spouse

Feb 20, 2019 |Travis Stringer
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...
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Transferring Capital Losses to your Spouse

Feb 04, 2019 |Travis Stringer
You and your spouse may make different investment choices. As a result, you may have unrealized capital losses that your spouse may benefit from. This article discusses how you may be able to transfer unrealized capital losses to your spouse which may...
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