Tax-Efficient Family Gifting: An Advisor’s Guide

The line between taxes and financial behavior is very thin. Taxes give clues to other issues that might be going on beyond what goes on the tax return. Even though many of the answers are not tax-driven, the fact that financial planners are often viewed as trusted tax advisors (which in turn is often different from being the tax preparer) means they have the opportunity to learn where there are other questions that need to be addressed.

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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