Discover how the annual exclusion lets you gift money or assets tax-free, understand its impact on gift taxes, and learn about special cases.

Yes, although you will want to consider both the plan's limit and the gift tax rules. Every plan has a lifetime contribution ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

Generous gifts can have tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.

In this second installment of our multi-part series on the One Big Beautiful Bill Act (the “Act”), my colleague David Knutson and I discuss the changes made by the Act to the federal estate and gift ...