A gift annuity funded by a married couple with their separate property can create unexpected tax issues. This article examines the tax consequences of such a gift, how to properly plan such a gift, and how to avert problems with this common gift structure.
Whether you need to start a new program, optimize your existing program, or improve your marketing outreach, we can help.
Have a question?
| Sales: | info@pgcalc.com | 888-497-4970 | |||||
| Support: | support@pgcalc.com | 888-474-2252 |
