gift tax – The Burns Firm – Advisors of Complex Financial Matters

Get Ready for the 2023 Gift Tax Return Deadline

February 16th, 2024|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Dallas tax return preparer, Form 709, Gift Tax, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Preparation, tax preparer near me, Tax Return, Tax Return Filing, Tax Return Preparer, The Burns Firm|Tags: cpa near me, Dallas CPA, Form 709, gift tax, Gift Tax Return, tax, tax advisor, tax return preparer near me, The Burns Firm, What is the gift tax exclusion for 2023 tax year?, What is the gift tax exclusion for 224?|

Did you give large gifts to your children, grandchildren, or others last year? If so, it’s important to determine if you’re required to file a 2023 gift tax return. [...]

Act Now to Leverage the Gift Tax Exclusion Before Year End

December 13th, 2023|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Gift Tax, Tax, tax accountant, Tax Advisor, Tax Planning, The Burns Firm|Tags: 000, 2023 Annual Gift Tax Exclusion is $17, Annual Gifting, CPA Dallas, cpa near me, Dallas CPA, gift tax, Gift Tax Exclusion, How Much Can I Gift This Year, tax, tax advisor, The Burns Firm, What Will Gift Tax Exclusion Be in 2024|

The gift tax exclusion is among the most valuable tools available to transfer assets to family and other loved ones without ending up with an unwelcome tax bill for the [...]

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 [...]

The 2019 Gift Tax Return Deadline is Coming Up

March 12th, 2020|Categories: Accounting, Burns Firm, Services, Tax, Tax Preparation, Tax Return|Tags: 2019 gift tax return, CPA Dallas, gift tax, preparation of gift tax return, The Burns Firm, who must file a gift tax return|

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2019 gift tax return. And in [...]

The 2018 Gift Tax Return Deadline is Almost Here

March 12th, 2019|Categories: Accounting, Burns Firm, Services, Tax, Tax Deductions, Tax Preparation, Tax Return|Tags: CPA, Dallas CPA, do i need to file a gift tax return, gift tax, tax preparation, tax return, tax return for gifts to children, tax return preparation, The Burns Firm|

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2018 gift tax return [...]