Learn clear and simple ways to gift investments to your grandchildren while keeping taxes low. Understand 529 plans, custodial accounts, Roth IRAs, and trusts in one beginner-friendly guide.

Discover how the annual exclusion lets you gift money or assets tax-free, understand its impact on gift taxes, and learn about special cases.

Our gift tax calculator estimates how much of your annual and lifetime exclusions will be used up by your gift, and whether you'll have to pay any taxes on it. Many, or all, of the products featured ...

THE 2001 ACT DID NOT ELIMINATE THE GIFT TAX. That means CPAs and their clients still face compliance issues when preparing and filing Form 709, United States Gift (and Generation-Skipping Transfer) ...