Gifts and contributions

An independent valuation should usually be done at the same time as donating a gift. In spite of the increased estate and generation-skipping transfer tax exemptions, the lifetime gift tax exemption is scheduled to remain at $1,000,000. Though, the annual "per recipient per donor per year" gift tax exclusion does increase.








Sack Associates
1000 Universal Center Drive, Suite 146
Universal City, CA 91608