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

Take Advantage of the Gift Tax Exclusion Rules

October 22nd, 2019|Categories: Accounting, Burns Firm, Services, Tax, Tax Credits, Tax Deductions, Tax Planning|Tags: CPA Dallas, gift giving tax rules, gift tax guideline, gifts by married taxpayers, tax, The Burns Firm, unified credit for taxable gifts|

As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers can transfer substantial amounts free of gift taxes [...]