Tip of the Day
Have the tax benefits from your limited-partnership shares
Investors who acquire limited-partnership shares to participate
in initial tax losses can donate the shares to us when the partnership begins
distributing income. The gift will provide a charitable deduction, remove partnership
distributions from your taxable income, and direct a stream of income to us.
We'll be happy to work with you on the details. (For the
gift to work, the partnership has to approve transfers, and we have to review
It's the creative gift for creative investors.
Read more... , email us,
or contact us at (415) 565-3206.