David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, was quoted in MarketWatch in the article ‘Why Elon Musk, Anthropic and other AI titans are giving away shares.’ On the tax strategy behind donating appreciated stock, David said: ‘Donating appreciated stock is one of the smartest moves a charitably minded investor can make. You avoid the capital-gains tax you would owe if you sold it, you can generally deduct the full market value, and the charity or account receives the whole amount.’ He also noted that stock concentration can still be a cause for concern. Read the full article on MarketWatch: https://www.marketwatch.com/story/why-elon-musk-anthropic-and-other-ai-titans-are-giving-away-shares-a6709d24