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Home›Posts Tagged "Gift tax 2024"

Tag: Gift tax 2024

  • Uncategorized
    January 12, 2024
    by Kurt J. Rossi

    Important Gifting Rule Changes for 2024

    The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world.  Changes in estate tax laws on both the ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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