Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

Tax Science of Giving Part II

POSTED ON April 29th - POSTED IN trust, Gift Tax, IRS, taxable gifts

By William Beynon & John Walker - In Part 1 of this discussion, we looked at the tax nature of gifts. We reviewed various types of assets to give and their taxable repercussions. We defined a gift in taxable terms as giving dominion[…]

Tax Science of Giving Part I

POSTED ON March 31st - POSTED IN Gift Tax, IRS, taxable gifts

By William Beynon & John Walker - As we speed through tax season, I have been a part of several discussions centering on gifts. Many of the families we work with routinely give and I think there is a special part of human nature that[…]

William Beynon
President & CEO

Co-Author of Wisdom in Wealth.

John Walker, AEP®, CFP®, CAP®
Managing Director | Private Wealth Management

Co-Author of Wisdom in Wealth.

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