It’s That Time of Year – What To Know and How to Think About Gifts (Giving and Receiving)

Join Mr. Levine for an hour-long conversation about the rules of giving and receiving gifts.  Learn about:

  • How those gifts can create income
  • Capital gains and estate tax issues
  • Myths about gift giving and receiving
  • Gifts to children in trust
  • How changes in tax law might affect these rules