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Gift Planning Now Summer 2017A Newsletter for Berkeley s Donor AdvisorsClosely Held Stock to Remainder and Lead Trusts A majority shareholder of a closely held corporation typically has a low basis

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Gift planning now involves strategically planning the giving of gifts to maximize benefits for both the donor and recipient.

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Individuals who make significant gifts or transfers of assets may be required to file gift planning now.

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To fill out gift planning now, individuals need to report detailed information about the gifts or transfers made along with any applicable tax implications.

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Information such as the value of the gift, recipient of the gift, and any potential tax implications must be reported on gift planning now.

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