Michelle Soufan, CFP | Source | Senior Client Ad... | Qwoted

Michelle Soufan, CFP

Senior Client Advisor at TFC Financial Management

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#InvestmentManagement #WealthManagement #InvestmentAdvisory #CertifiedFinancialPlanner #PortfolioManager #WealthManagementCommodities #FinancialPlanning #Economics

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TFC Financial Management (http://www.tfcfinancial.com )
Senior Client Advisor
started May 2016

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https://money.usnews.com/investing/investing-101/articles/how-to-gift-stocks-and-bonds

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If the asset has a capital loss, the person in the higher tax bracket would most benefit from taking the loss on their tax return.

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