Gift Tax

November 7, 2019

Making gifts to loved ones? Don’t forget tax planning

Many people want to pass assets to the next generation during their lifetimes, whether to reduce the size of their taxable estates, to help family members […]
July 27, 2020

Charitable Giving in a Time of Crisis

The sudden and severe impact of the novel coronavirus (COVID-19) pandemic has created much financial stress, but the crisis has also generated an intense need for […]
February 22, 2022

Are you ready for the 2021 gift tax return deadline?

Are you ready for the 2021 gift tax return deadline? If you made large gifts to your children, grandchildren or other heirs last year, it’s important […]
October 18, 2022

Plan now to make tax-smart year-end gifts to loved ones

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients each year through the […]