Gifting Hacks 💵
How gifting strategically can help you lower your taxes significantly...
Happy 4th! Today, I want to get super practical about how using some gifting strategies could potentially save you money on taxes:
1. Gift shares, don’t sell them
The 2026 annual gift tax exclusion is $19,000 per recipient (the most you can give any one person per year without touching your lifetime estate/gift exemption)
Bob wanted to give $19,000 each to…
