Need a tax break? There are many avenues to gift money and save

 

Need a tax break? There are many avenues to gift money and save

October 31, 2021, 5:00 am
The San Bernardino Sun
When President Joe Biden’s infrastructure bill becomes law, tax changes will occur for both individuals and corporations. If you are a high-net-worth individual, consider meeting with your estate planning attorney or certified public accountant this year to discuss advanced gifting strategies that are more complicated than addressed in this article.