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Knott Learning

Form 709 Gift Tax Return – Reporting the Gift of Publicly Traded Stocks

The IRS Form 709 is an annual federal gift tax return that must be filed by all persons with reportable gifts. This example covers a scenario where an individual gifts publicly traded stock which is reported on Form 709.

Jason Knott2024-08-16T11:19:25+00:00Tags: Form 709, Gift Tax, Stocks|

Top 5 Investing Fundamentals for New Investors

New investors in the stock market can often feel overwhelmed. However, understanding the basics can help you make informed decisions, set you on the path to investing wisely, and generate a healthy return on investment (ROI).

Jason Knott2024-08-07T07:16:38+00:00Tags: Bonds, Investing, Stocks, US Brokerage|

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