Making Gifts at the End (or Beginning) of the Year

At the end of each year, many of our clients consider making gifts — whether to charitable entities or family members. They experience a lot of confusion over what gifts are permitted, what is advisable, and what the tax consequences might be. We’re here to help demystify.

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This episode is 12 minutes long.

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This episode was published on December 24, 2023.

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