![[Estate Planning] 12, Gifts and Gift Tax](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
Season 1 · Episode 12
[Estate Planning] 12, Gifts and Gift Tax
Open Exam Prep · Ran Chen, EA, CFP®
December 19, 20243m 53s
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Show Notes
Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast.
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