Employee Stock Purchase Plan
I have a client that participates in an employee stock purchase plan. He’s 62 and his basis is quite low.
What is the most tax efficient way to make a $50,000 gift to his daughter?
Thank you!
I have a client that participates in an employee stock purchase plan. He’s 62 and his basis is quite low.
What is the most tax efficient way to make a $50,000 gift to his daughter?
Thank you!
Submitted by Robert E Burk on Fri, 2025-03-28 16:30