#194 - Gifting, gift taxes, annual gift exclusion and gift tax returns (IRS Form 709)
About this episode
Andy discusses the ins and outs of gifting, including gift taxes and the annual gift exclusion.
Andy discusses the ins and outs of gifting, the annual gift exclusion, gift splitting, gift taxes, gift tax returns (IRS Form 709) and more! Links in this episode: Tenon Financial's March newsletter/blog about gifting - hereIRS Form 709 - here Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Plann...
People in this episode
Host: Andy Panko
Topics covered
- gifting
- gift taxes
- annual gift exclusion
- gift splitting
- gift tax returns
Keywords
- gifting
- gift taxes
- annual gift exclusion
- gift tax returns
- IRS Form 709
Mentioned in this episode
Organizations: Tenon Financial, IRS
Books & works: IRS Form 709
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