Mar 12, 2019 | Firm Updates, Individual Tax, Tax Tips
Did you make large gifts to your children, grandchildren, or other heirs last year? If so, it’s important to determine whether you’re required to file a 2018 gift tax return—or whether filing one would be beneficial even if it isn’t required. Filing requirements...
Feb 14, 2017 | Firm Updates, Individual Tax, Tax Tips
Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial support. Regardless of the reason for making a gift,...