How to Give Stock as a Gift (And Why Tax Pros Like The Idea)

Is it better to give than to receive? Certainly. But giving while receiving a tax benefit is pretty good, too.

Chris Davis
Assigning Editor | Cryptocurrency, brokerage accounts, stock market

Chris Davis is an assigning editor on the investing team. As a writer, he covered the stock market, investing strategies and investment accounts, and as a spokesperson, he appeared on NBC Bay Area and was quoted in Forbes, Apartment Therapy, Martha Stewart and Lifewire, among others. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Previously, he was the content manager for the luxury property management service InvitedHome and the section editor for the legal and finance desk of international marketing agency Brafton. He spent nearly three years living abroad, first as a senior writer for the marketing agency Castleford in Auckland, NZ, and then as an English teacher in Spain. He is based in Longmont, Colorado.

Michael Randall
Certified Financial Planner®

Michael Randall, CFP®, EA is a senior wealth advisor at Myers Financial Group, a fee-only fiduciary wealth management firm based in San Diego, California. Michael is passionate about investment advice, wealth management, and tax planning. Prior to his time at Myers Financial Group, Michael worked as a financial advisor at a $4B wealth management firm with offices along the West Coast. Michael earned an undergraduate degree in economics at the University of California, Berkeley. He volunteers as a University of California, Berkeley alumni ambassador. Michael is a certified financial planner and an IRS enrolled agent.

At NerdWallet, our content goes through a rigorous editorial review process. We have such confidence in our accurate and useful content that we let outside experts inspect our work.

Arielle O'Shea
Lead Assigning Editor | Retirement planning, investment management, investment accounts

Arielle O’Shea leads the investing and taxes team at NerdWallet. She has covered personal finance and investing for over 15 years, and was a senior writer and spokesperson at NerdWallet before becoming an assigning editor. Previously, she was a researcher and reporter for leading personal finance journalist and author Jean Chatzky, a role that included developing financial education programs, interviewing subject matter experts and helping to produce television and radio segments. Arielle has appeared on the "Today" show, NBC News and ABC's "World News Tonight," and has been quoted in national publications including The New York Times, MarketWatch and Bloomberg News. She is based in Charlottesville, Virginia.