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Tax, SDIRAs & Cost Segregation

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Lifetime estate gift tax exemption??

Tonya Rasmussen
Posted Sep 8 2020, 11:16

Aloha

I have a complicated real estate, inheritance and tax issue I’m trying to solve.

My current approach is to get info on how often you can disperse $ your children under the lifetime estate exemption of 11ish million? There is money coming in monthly that could be transferred, but just want to make sure it gets moved in an appropriate way with the least taxation.

I’m aware of the yearly 14,500 gift exemption.

Any help in this vein are appreciated (referrals as well)

Thanks

Tonya

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