Everything You Need to Know about Gifting (& Taxes)
Update: 2024-09-10
Description
Gifting can be a great strategy to transfer wealth but the tax implications and exemptions are often misunderstood. Tax-free strategies for gifting to family or loved ones may actually be broader than most think. Hosts Thomas Kopelman and David Haughton discuss both the ways someone can gift as well as strategies for minimizing potential taxes on those gifts.
For any questions, email us at practicalplanner@wealth.com.
Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!
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