This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our cookie notice for more information on the cookies we use and how to delete or block them.

Bookmark Email Print this page

Put This Gift Horse to Work… While You Still Can

Making the most of a gift horse


DOWNLOAD  

According to the old adage, “don’t look a gift horse in the mouth,” it is a faux pas to inspect a gift for its worth, but rather one should appreciate the value the gift brings to the recipient. In keeping with this concept, wealthy taxpayers can take a similar approach to considering a recent “gift” from the federal government — an opportunity to transfer wealth through the end of 2012 under a “relaxed” statute courtesy of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Act”)

Making the most of a gift horse: Put this gift horse to work… while you still can is the second in a series of three articles that examines the current wealth transfer environment under the 2010 Act. In it, we highlight a few possible planning opportunities and considerations that you and your advisors may want to explore while you can still put this gift horse to work.

Download the PDF above for further insights.

Share this page

Email this Send to LinkedIn Send to Facebook Tweet this More sharing options

Stay connected