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SUMMARY:Wealth.com - The Ins and Outs of Gifting
DESCRIPTION:The Ins and Outs of Gifting \nJoin Dave Haughton\, Sr. Corporate Counsel\, for a CE-eligible session on tax-efficient gifting strategies\, including direct gifts\, trusts\, and 529 plans\, with insights into exemptions\, reporting\, and planning opportunities. Ideal for advisors helping clients navigate complex gifting decisions in today’s evolving tax landscape. \n  \n👉 Click here to sign up
URL:https://simplicityufc.com/event/wealth-com-the-ins-and-outs-of-gifting/
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