top of page


Understanding the Gift Tax Return: Clearing Up the Confusion
Confused about gift tax returns? Learn when you need to file IRS Form 709, how the $19,000 annual exclusion works, and why the lifetime exemption — rising to $15 million in 2026 — means most gifts won’t trigger tax. Clear up the confusion and plan your gifting strategy with confidence.

Christian Wolff
Jul 274 min read
bottom of page