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Home›Posts Tagged "gifting"

Tag: gifting

  • Estate Planning, Relationships & Money, Taxes
    October 21, 2022
    by Kurt J. Rossi

    New Gift Tax Rule Will Apply For 2023

    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 ...
    Read More
  • Taxes, Uncategorized
    February 21, 2018
    by Kurt J. Rossi

    New Gift Tax rule applies for 2018

    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 ...
    Read More

 

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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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