2017 Gifting and Gift Tax Returns

The season of giving is almost upon us, but will generosity to friends and family trigger a gift tax return filing requirement?

In this podcast, Jacqueline Phan and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:

  • Gift taxes and when you might have to file an annual gift tax return
  • How gift taxes relate to estate taxes
  • Annual exclusion changes from 2017 to 2018