Gift Tax Returns: Four Filing Tips

Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns.

Martin M. Shenkman, Joy Matak | Aug 21, 2023

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Many clients view gift tax returns as merely a simple formality despite the complex nuances inherent in gift tax return preparation. A gift tax return can provide a valuable opportunity to shore up estate planning by ensuring that all required steps to memorialize and secure the plan were actually taken.

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