‘Tis the Season for Gifting and Planning
December 21, 2022 /
Webinar /
12:00 PM - 12:30 PM ET
As the year comes to an end, individuals may be thinking about making financial gifts and what ramifications those gifts may bring. Join Whitney O’Reilly as she outlines considerations for year-end gifting, including short- and long-term tax consequences and best practices for making such important decisions. She will highlight sophisticated gifting techniques that, paired with a sensible estate plan, can save an individual and his/her heirs or gift beneficiaries significant sums down the road.