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THE FIDUCIARY FOCUS Within Strategy Gift of Appreciated Assets As the holiday season approaches, the nations' attention steadily turns to the notion of gift giving. While this time of year sees an

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What is a gift of appreciated?

A gift of appreciated is when someone gives a gift that has increased in value since they acquired it.

Who is required to file a gift of appreciated?

The person giving the gift is required to file a gift of appreciated if the value exceeds a certain threshold set by the IRS.

How to fill out a gift of appreciated?

To fill out a gift of appreciated, you will need to provide details about the gift, including its current value, the date it was acquired, and the relationship between the giver and receiver.

What is the purpose of a gift of appreciated?

The purpose of a gift of appreciated is to report the increase in value of a gift for tax purposes.

What information must be reported on a gift of appreciated?

Information such as the current value of the gift, the date it was acquired, and the relationship between the giver and receiver must be reported on a gift of appreciated.

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