Learn what to consider before giving money to loved ones, from how to talk about it to tax-efficient strategies.

Find common questions and answers about gift taxes, including what is considered a gift, which gifts are taxable and which are not and who pays the gift tax.

Knowing the annual gift tax exclusion can save you money and spare you from filing gift tax returns. Here’s what you need to know about the federal gift tax and how much you can offer …

Jul 2, 2025 · Learn the rules on gifting money to family, including tax limits, lifetime exclusions, Form 709 reporting, and exceptions for tuition or medical bills.

Apr 4, 2025 · Navigate the essentials of gift tax with our guide! Discover IRS rules, exclusions, and exemptions for gifting money or property to family in 2024 and 2025.

If the value of the transfer exceeds the annual gift limit, you may need to file a gift tax return (but not necessarily pay taxes unless you exceed your lifetime gifting limit).

Dec 15, 2025 · Gifting money to your family can be a wonderful way to support loved ones, transfer wealth, or reduce future inheritance taxes. However, understanding the rules around …

In this comprehensive guide, we'll explore the technical aspects of gift tax rules, but more importantly, we'll discuss how gifting can align with your deeper values and goals.

Dec 10, 2024 · This article will explore how gifting works, the current landscape of gift tax rules under the Tax Cuts and Jobs Act (TCJA), and the impending changes after the TCJA’s …

Jul 24, 2025 · Navigate the rules on gifting money to family members. Learn about tax implications, etiquette, and how to maintain boundaries.