Bone Fide Wealth, LLC
Skip to content
  • About Us
    • The Team
    • Work With Us
  • Services
    • Financial Planning
    • Investing
    • Risk Management
    • Workplace Benefits
  • Insights
    • The Joint Account
    • This Is The Top
    • Our Tiny Rebellions
    • Book
    • Get #FinLit
  • Press
  • Speaking
  • Form CRS
  • Work With Us

Tag: gift tax

tax calculator icon

What is the Gift Tax and Do I Have to Pay it?

Posted on May 30, 2018October 30, 2018 by Marie Weitzman

From time to time a Millennial client will tell me that their parents want to give them money to buy a home or pay off student loans. After I congratulate them on having generous parents, we dive into the conversation of tax planning. They often wonder if the monetary gifts taxable to them or if[…]

Posted in Millennials and Money Tagged estate tax, gift tax, millennial

Posts navigation

Follow Us



Follow @dougboneparth

Featured Posts

  • Merging time

  • You missed it

  • Uncharted

  • Take a hike

  • I just said yes

  • About Us
    • NYC Financial Planner
    • The Team
    • Speaking
    • Contact Us
  • Services
    • Financial Planning
    • Investments
    • Risk Management
    • Workplace Benefits
  • Explore
    • Client Login
    • Get #FinLit
    • Book
Bone Fide Wealth, LLC
7 World Trade Center
New York, NY 10007
info@bonefidewealth.com
P: 212-390-1161
F: 212-390-1162
Form CRS

Advisory services offered through Bone Fide Wealth, LLC, a Registered Investment Adviser. Privacy Policy

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Protected by reCAPTCHA. Privacy Policy | Terms of Service