Tag
donor-advised-fund
2 posts tagged donor-advised-fund
- RSU Management·
The RSU tax-saving playbook for US employees: harvesting, donor-advised funds, NUA and the 83(b) myth
The legitimate tax-saving plays for US employees with RSUs: tax-loss harvesting around the wash-sale rule, donating appreciated shares via a donor-advised fund, NUA on 401(k) company stock, tax-gain harvesting, and why 83(b) doesn't apply to RSUs.
- US Investing·
Donor-advised funds for people with equity compensation
How US employees with appreciated RSU shares use a donor-advised fund to skip capital gains, deduct full market value, and bunch giving above the standard deduction.