Those with charitable inclinations along with substantial employer stock positions have a unique planning opportunity to reduce taxes, risk, and fund future charitable goals. Utilizing a Donor Advised Fund in conjunction with employer stock sales can help accomplish this.

Fee-Only Financial Advice, taxes, Tax PlanningJames L. SextonSeptember 10, 2020Phillip James FinancialEmployee Stock, NQSOs, tax planning, charitable gifting, donor advised funds, fiduciary near me, non-qualified restricted stock units (RSUs), incentive restricted stock units (RSUs), employer stock, general mill restricted stock units (RSUs), us bank restricted stock units (RSUs)