qbteachmt
Level 15
10-13-2021
12:11 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
"I make suggestions from a tax perspective"
Point out to them that this is October.
"I will suggest to my clients that they keep the gifts at or below $15,000 for each family member. Assuming they want to gift more,"
Point out to them that they can give this month or Nov or Dec, then wait until Jan to give another round. Keep it to the limits. Make your and their lives easier.
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers