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The Adviser Fit Finance Sessions: Gifting


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In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting.

 If you've got any financial topic that you'd like to see covered, please get in touch with us at [email protected] and we will try to incorporate this into a future podcast.

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Trusted Team Blog With NotebookLMBy The Trusted Team