- Revenue Cycle Management
- COVID-19
- Reimbursement
- Diabetes Awareness Month
- Risk Management
- Patient Retention
- Staffing
- Medical Economics® 100th Anniversary
- Coding and documentation
- Business of Endocrinology
- Telehealth
- Physicians Financial News
- Cybersecurity
- Cardiovascular Clinical Consult
- Locum Tenens, brought to you by LocumLife®
- Weight Management
- Business of Women's Health
- Practice Efficiency
- Finance and Wealth
- EHRs
- Remote Patient Monitoring
- Sponsored Webinars
- Medical Technology
- Billing and collections
- Acute Pain Management
- Exclusive Content
- Value-based Care
- Business of Pediatrics
- Concierge Medicine 2.0 by Castle Connolly Private Health Partners
- Practice Growth
- Concierge Medicine
- Business of Cardiology
- Implementing the Topcon Ocular Telehealth Platform
- Malpractice
- Influenza
- Sexual Health
- Chronic Conditions
- Technology
- Legal and Policy
- Money
- Opinion
- Vaccines
- Practice Management
- Patient Relations
- Careers
Gift low, sell high
With the value of stocks and other equities at an all-time low, now might be the time to transfer those assets to your heirs in hopes of the value rebounding over the course of their lives.
With the value of stocks and other equities at an all-time low, now might be the time to transfer those assets to your heirs in hopes of the value rebounding over the course of their lives.
But the $10,000 of public company stock you bought, which now could be worth $2,000, is probably not the best gift idea, says Nancy Skeans, CPA, CFP, and managing director of Schneider Downs Wealth Management Advisors LP in Pittsburgh.
"If you have stock that's underwater, don't give that stock to your kids," she says. "Take the loss so you can put the loss on your tax return."
