Why Gifts of Publicly Traded Securities Can Be Your “Frenemy” and What You Should Know About Them
Presented by: Rick Braun-Janzen, Abundance Canada & Christine Beaumont, B. Comm (Hons.), CFP, MFA-P, Paul Craft Financial
Sometimes experience is the best teacher. Join Christine Beaumont (Financial Advisor with Paul Craft Financial) and Rick Braun-Janzen (Director of Gift Planning with Abundance Canada) as they share stories and explore why this tax efficient gift planning strategy can be a charity’s and financial advisor’s best friend and at other times, as Monty Python might have said, a case of “Run away, run away”
