Douglas Goldstein
Douglas GoldsteinBy PR

Donating appreciated stock can maximize charitable contributions and minimize tax liabilities.

Recent changes in Israeli tax laws make this an ideal time for investors to leverage their appreciated stock holdings. Learn how to identify the best candidates in your portfolio for donation, understand core and satellite positions, and maintain a diversified portfolio.

Enhance your financial planning by avoiding hefty capital gains taxes and obtaining valuable tax credits. Discover expert insights on rebalancing your portfolio, maintaining diversification, and making impactful donations that align with your long-term goals.