In this episode, we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you’re looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate,...
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![[Episode 28] Tax-Free Treasure with Annual Exclusion Gifts](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/09/CL_Podcast-Ep28-1080x675.jpg)
