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Giving Can Be a Challenge

As we close the year and prepare for the holidays, all of us are typically bombarded with messages to give, give, give. All of this is worthy, but when you stop to think about it, giving can be really hard. Thinking about the ‘perfect gift’ for a friend or family...

Gifting: Legal Considerations

It may seem counter-intuitive during the holiday season, but giving gifts to others may generate a tax issue.  The IRS defines a gift as any transfer to an individual where nothing is received in return (the full definition can be found here).  This transfer can be in...