After giving out money or property exceeding the lifetime threshold, your gift tax rate will be between 18 percent and 40 ...

Here’s a breakdown of the federal gift tax rates: The annual gift tax exclusion allows you to give up to $19,000 (starting ...

The gift of 13.61 million uses up all of the trust ... Capital gains taxes are calculated based on the maximum federal capital gains tax rate in 2024 at 20% federal, plus an additional 3.8% ...

Down payment amounts above $19,000 and received as a gift must be reported on a gift tax return by the person making the gift—not the beneficiary. But that doesn't mean the donor will pay taxes. "The ...

Gift tax rates range from 18% to 40% based on the size of the gift. However, not all gifts trigger this federal tax. In 2025, the IRS allows you to give away up to $19,000 ($38,000 for married ...

A key federal estate, gift and generation-skipping transfer tax exemption included in the Tax Cuts and Jobs Act (“TCJA”) is ...

Installment payment breaks: Estates with closely held businesses exceeding 35% of total value can defer up to $760,000 in taxes at a 2% interest rate. Annual gift tax exclusion: The exclusion ...

The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a ...

1 This means that millions more dollars of gift and estate assets will be exposed ... under the TCJA – including a 21% corporate tax rate, a 37% top individual rate, and a 20% qualified business ...