Do you agree with their plan or what would you recommend

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You are sitting in a client meeting discussing gift planning strategies. Your client says that they would like to gift $5,000 worth of stock that was originally purchased for $9,000 four months ago to a niece who could cash out and use for college. In 1-2 sentences, do you agree with their plan or what would you recommend?

Reference no: EM133615039

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