Marty Babitz - Hoensheid V. U.S. Tax Court Ruling

16/05/2025 37 min Episodio 40
Marty Babitz - Hoensheid V. U.S. Tax Court Ruling

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Episode Synopsis

Join Newton One Advisors (Mark Singer and Stephen Target) and Marty Babitz, Family Wealth Strategist for BNY Mellon Wealth Management, as they delve into the U.S. Tax Court Ruling on the Hoensheid v. Commissioner case. The discussion focuses on the tax implications of donating appreciated stock in a closely held corporation to charity just before the company's sale.

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