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Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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The Season of Gifting

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Manage episode 451927661 series 2280163
Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
During this holiday season, if you are planning on giving monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also on MoneyTalk, managing competing goals, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

65 episode

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iconBagikan
 
Manage episode 451927661 series 2280163
Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
During this holiday season, if you are planning on giving monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also on MoneyTalk, managing competing goals, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

65 episode

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