Gift Tax Misconceptions
Cash gifting to family members in need is exceedingly common in our inflated economy, but if you are planning on offering monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also, on MoneyTalk, managing portfolio risk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 3/3/2026; Original Air Date: 11/21/2024. Have a question for…
The skinny
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