Gifting Stock and the Tax Considerations

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Real Estate, Business, Education, Self-improvement, Investing, Money

4.6 • 858 Ratings

🗓️ 13 May 2026

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Giving stock to kids sounds simple but you have to be aware of the tax implications. Quint and Logan walk through how the taxes work for kids that have stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0	Hey, this is Ali, and thanks for listening to the show.
0:04.3	Give us a five-star review where you listen and share this episode with someone who might need to hear it.
0:08.6	Now, enjoy the show.
0:14.3	Welcome back, ladies and gentlemen, you're listening to another edition of DIY money.
0:19.3	That was weird.
0:20.8	I was thinking about... You psyched me. That was weird. I was thinking about...
0:22.0	You psyched me out a little bit.
0:23.1	I was thinking about what I was going to say because I know we just talked about something,
0:27.4	but I want to talk about...
0:29.8	Here's what I want to talk about.
0:30.9	Okay.
0:31.9	And that is, I'm friends with your wife on social media.
0:35.3	Oh, man.
0:36.0	Doing big trouble, mister.
0:38.0	And this past weekend, this past weekend, you all went hiking or camping or something like that.
0:45.1	And in one video, you are carrying your dog down a flight of stairs, clearly in the woods woods the dog looks like he's petrified
0:57.9	like freaking out you and your wife's like greatest husband in the world and yada yada and i'm like
1:04.3	i could only just imagine what you are saying under your breath as you are carrying a dog
1:10.8	through the woods.
1:12.0	Yep.
1:12.2	Tell me about it.
1:13.2	So we went to Hocking Hill State Park, which is in Ohio.
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.