DUANE A STEWARD
Veterinary in Orlando, FL
License number
Massachusetts 4671
Issued Date
Jun 3, 1997
Expiration Date
Feb 28, 2004
Type
Veterinarian
Address
Address
Orlando, FL 32817
Organization information
See more information about DUANE A STEWARD at bizstanding.comPrincipal Duane Steward DVM Msie Ph.D
10521 Via Del Sol, Orlando, FL 32817
Industry:
Veterinary Services
Dvm:
Duane A. Steward (Dvm)
Professional information
System And Method For Giving Appreciated Assets
US Patent:
2001003, Nov 1, 2001
Filed:
Jan 22, 2001
Appl. No.:
09/767031
Inventors:
Donald Johnson - Belmont MA, US
Duane Steward - Orlando FL, US
Duane Steward - Orlando FL, US
Assignee:
AssetStream Corp. - Woburn MA
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
Giving appreciated assets is accomplished by analysis and processing for tax-advantaged asset transfer to charity. Easy access to sophisticated evaluation tools for choosing gifts that maximize tax-efficient giving; fully automated transfer mechanism for giving appreciated assets on a continuing basis (e.g., monthly or quarterly); speed of transfer; “point, click and give” ease of transferring assets to charity; removal of wealth barriers in the area of asset gifting; back-office support for the transfer of assets to charities and donor advised organizations; and an ability to gift unrealized gains (while keeping 100% of the basis) through currently existing hedge funds is provided.