Gifting Without The Headache: Tax-Efficient Strategies To Stay Under Gift Reporting Limits – Go Health Pro
Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. The rules around gifting are nuanced and can create confusion for clients, but advisors with a clear understanding of gifting strategies … Read more
