Making a Financial Gift - How Does Gift Tax Work

Posted by Chris Wendland | Dec 22, 2016 | 0 Comments

Whether it is Christmas or another occasion, you can make financial gifts to anyone by keeping a few simple rules in mind.  Note that these rules apply for gifts to other people, not to charitable gifts. According to IRS guidelines, in 2016 you can gift up to $14,000 (annual gift tax exclusion...

When it's important to you

There are basically two kinds of clients – those desiring to pursue or maximize opportunities, and those looking for an acceptable resolution to a problem. Chris has capably served both for many years. Whatever your project, we know it is important to you. Chris will give you counsel that is timely, sensible and practical.

Let us help

The law continues to grow in complexity and can be a bewildering place in which to operate. We want to be sure that clients understand their risks, opportunities and options as clearly as possible. Let us help you find the pathway through.

Menu