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Tag: Form 709

Understanding the Gift Tax

Posted on March 24, 2023March 24, 2023

For tax purposes, gift givers, rather than gift recipients, have to account for and potentially pay the gift tax. But you won’t owe the gift tax until you have given […]

Posted in Personal TaxesTagged federal gift tax exclusion, Form 709, gift tax

Do You Need To File A Gift Tax Return?

Posted on April 7, 2021April 7, 2021

It’s tax-filing season and you’re likely focused on your income or business tax returns. But don’t forget about another type of return. In 2020, if you made substantial gifts of […]

Posted in Estate Planning, Personal TaxesTagged Estate Tax Exemption, Form 709, gift tax
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The articles in this blog are published with the understanding that the authors are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and, accordingly, assume no liability whatsoever in connection with its use.

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