Gift-Giving – The Burns Firm – Advisors of Complex Financial Matters

Plan Now For Year-End Gifts With the Gift Tax Annual Exclusion

September 14th, 2023|Categories: Accountant, Accounting, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Gift Tax, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Planning, Year-End Tax Planning|Tags: Annual Exclusion for Gifts, CPA Dallas, cpa near me, gift tax, Gift Tax Annual Exclusion, Gift-Giving, tax, tax accountant, tax advisor, Taxable gifts, The Burns Firm, year end tax planning, year-end gifting|

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By [...]