Are you looking to gift money to your children or grandchildren? Good news! The annual gift tax exclusion is $15,000 per person, for 2021. This means you can gift up to the annual gift tax exclusion amount without needing to file a gift tax return. Find out how we can help you with gift tax planning!
Author: Brett Fry
Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions. View all posts by Brett Fry