Gifting Cash: When Do Taxes Apply?

Diana Linn, CFP^®, CDFA^®

Wealth Advisor

In our latest Adviser Takeaway video, Wealth Adviser Diana Linn helps you celebrate the holiday season by explaining the tax rules around gifting money or assets. She discusses how to give cash tax free, and when taxes do apply. Specifically, Diana takes a look at the annual gift tax exclusion and superfunding 529 plans. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.