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[Estate Planning] 12, Gifts and Gift Tax
Episode Ep 12 December 19, 2024 3 min 53s

[Estate Planning] 12, Gifts and Gift Tax

From Open Exam Prep • Ran Chen, EA, CFP®

Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

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