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August 13, 2018

Gifting Stocks

Did you know that stocks or any other securities can be transferred as gifts to family members or charities? Not only is it beneficial to the recipient but the giver as well by avoiding the capital gains tax. On the next MoneyWise Live, hosts Rob West and Steve Moore welcome a gift planning attorney who will educate you on the tax advantages of giving stocks instead of cash. That’s MoneyWise Live at 4pm Eastern/3pm Central on Moody Radio. 

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IN THIS EPISODE

Michael King
Michael King

Michael King

Michael King, J.D., serves as a charitable gift and estate planning attorney with the National Christian Foundation (NCF). He works closely with generous families, sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and their estate tax liabilities. In his role with NCF, Michael's primary focus and expertise is facilitating charitable gifts of "unusual" assets, including closely-held businesses, real estate, intellectual property, oil and gas interests, collectibles, and precious metals. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and that in most cases avoids estate tax completely--regardless of the size of their estates. Prior to joining NCF in 2006, Michael worked in an international tax and accounting firm, as well as a wealth management firm where he counseled affluent families on a broad range of wealth management issues. Michael received his undergraduate degree in finance from Penn State University, and his law degree from the UCLA School of Law. Michael and his wife Tammy have five children.

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Rob West

Rob West is the host of the nationally syndicated radio programs MoneyWise Live and The MoneyWise Minute. Rob also serves as the President and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.

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Steve Moore

Steve Moore enjoyed a brief career in the music industry before trading in his drum sticks for a microphone. He worked in commercial and public radio, then joined Larry Burkett at Christian Financial Concepts, helping to grow the radio network to more than 1,200 stations. He started MoneyWise with Howard Dayton in 2011. Steve and his wife, Marcia, live in Gainesville, GA and have two grown children.

MoneyWise Live

Fresh, relevant, and fun, MoneyWise Live is a daily radio program to help listeners manage their finances in a way that pleases God. Join Rob West and Steve Moore for listener interaction, expert guests, and sound advice.