Gift Tax Blog
Expert articles on gift tax planning, legislative updates, filing tips, and wealth transfer strategies.
Gifting Real Estate to Your Children: A Complete Gift Tax Guide
Thinking about giving your house or investment property to your children? Before you sign over the deed, understand the gift tax consequences, the critical cost basis trap, and why selling might actually save your family thousands.
Parents Helping with a Down Payment: Gift Tax Rules, Gift Letters, and What the IRS Expects
Helping your child buy their first home is one of the most common — and most confusing — gift tax scenarios. Here's everything you need to know about gift letters, IRS reporting, and how to structure the gift to avoid problems with both the IRS and the mortgage lender.
Gift Tax on Cryptocurrency: Bitcoin, Ethereum, and Digital Asset Transfers
Cryptocurrency gifts are becoming increasingly common as digital asset holders look for tax-efficient ways to transfer wealth. But the IRS has specific rules for valuing, reporting, and tracking the cost basis of gifted crypto.
Paying Off Your Child's Student Loans: Gift Tax Implications and Smarter Alternatives
Many parents want to help their adult children escape student debt. But unlike paying tuition directly to a school, paying off student loans is treated as a taxable gift by the IRS. Here's what you need to know — and how to structure payments to minimize tax consequences.
Grandparent 529 Plan Contributions: Superfunding, Gift Tax Rules, and the New FAFSA Advantage
529 plans offer grandparents one of the most powerful gift tax planning tools available — including the ability to contribute up to $95,000 at once without gift tax. Plus, recent FAFSA changes and the new Roth IRA rollover make grandparent 529s more attractive than ever.
Gift Tax Updates
Get notified about tax law changes, new guides, and planning tips.
No spam. Unsubscribe anytime.