Press Release

Gifts of Equity Considerations

January 10, 2022

People who plan to sell their home to family at a discount typically do it out of generosity but may overlook potential tax consequences.

Wealth Advisor Erik Orbach shares with Financial Advisor Magazine how you can navigate through various equity gifting strategies: https://bit.ly/3zOJCsT

Learn more about Who We Are and contact Erik today.

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