Tri-Valley companies are booming. Both public and private companies headquartered in the Tri-Valley (Pleasanton, Livermore, Dublin, San Ramon and Danville) have experienced tremendous growth in the last decade, and 2018 was no exception.
Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.