If you have a taxable estate, there are ways to maximize your gifting without subtracting from your lifetime exemption!

Episode 24: Gift Tax Rules for 2023

Welcome to Tax Boss. I’m Merrell Bailey in Orlando, FL. And I’m Krystal Woodbury in Denver, CO. We’re each licensed as attorneys and also CPAs, and between us, we hold nine college degrees. We help our clients get the best results because we work well with their trusted advisors — CPAs, financial planners, bankers, trust officers, attorneys, care managers – you name it. Tax Boss is a podcast for advisors from multiple professions to get together to discuss common client issues and how we can work together to solve them

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Episode 24: Gift Tax Rules for 2023

Episode 24: Gift Tax Rules for 2023