Mar 24, 20222 minAre 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 to determine whether you’re required to...
Nov 29, 20213 minPlanning for year-end gifts with the gift tax annual exclusion As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly...