Using the 2012 Gift Tax Exemption to Reach Client Goals

By: Laura French, J.D., LL.M. in Taxation

As experienced practitioners, we have all used the annual and lifetime gift tax exclusions to benefit our clients and help them reach their financial and planning goals. In 2012, Congress has afforded a unique opportunity for all of us to transfer wealthusing this year’s lifetime gift tax exclusion. This article will explore a few ways you can utilize the exclusion to better serve your clients.

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