FAQ #82 - Gift tax - 20 Common Questions

Описание: In this episode, Ernie Zore and Larry Hausel from Puritas Springs Software tackle 20 of the most common gift tax questions — fast, clear, and practical. From filing Form 709 to understanding split gifts, lifetime exemptions, 529 plans, Crummey powers, and what happens after 2025, you’ll get the essentials in one concise video.

Here the links mentioned in the video:
• U.S. Gift Tax (Video #7) -    • U.S. Gift Tax Application  
• 23 – Gift Tax –    • FAQ #23 - Gift Tax - Two Common Questions  
• 32 – Split Gifts –    • FAQ #32 - Gift Splitting  
• 72 – 2024 Gift Tax –    • FAQ #72 - 2024 U.S. Gift Tax  
• 76 – Understand Split Gifts –    • FAQ #72 - 2024 U.S. Gift Tax  

Whether you’re an attorney, accountant, or taxpayer, this rapid-fire FAQ will make Form 709 a lot less intimidating.

Topics include:

Who must file Form 709
Annual exclusion and lifetime exemption
Gifts to spouses, trusts, and 529 plans
Gift splitting and “superfunding”
How gifts affect your estate tax
What happens to the exemption in 2026

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