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Appreciated Assets

One of the best ways to give is with appreciated assets. You will need to consult your tax adviser regarding your personal situation.  In many cases a gift of securities or other assets would provide you with a tax deduction for the fair value of the assets as opposed to the cost you paid. It is a much better choice to give the asset as opposed to selling them and paying a tax on the gain. 

 

Please call your financial advisor or Mary & Martha House at 813-645-7874 for further information.

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