Tax Planning Through Gifting
Learn how thoughtful lifetime gifting can play a meaningful role in your overall estate, tax, and legacy planning strategy in this educational webinar with Kevin VandenBroeke, JD, LLM, Attorney at Copenbarger & Copenbarger LLP. This session explores why gifting decisions go beyond simple generosity, outlining how different types of gifts - including cash, stock, and real estate - can carry important tax and reporting considerations. You’ll gain clarity on what qualifies as a gift, when reporting may apply, and how gifting fits into a broader financial and family planning framework. Kevin also examines strategic approaches to gifting with intention, including planning for children and grandchildren, evaluating when a trust may be more appropriate than an outright gift, and addresses unique considerations related to business interests and charitable giving. This discussion highlights how coordinated planning can help align your financial actions with long-term goals, offering insight into opportunities within current gift tax rules, and how they may impact your decisions. Watch the full webinar to better understand how purposeful gifting can support your legacy and family objectives and consider how these strategies might fit into your own planning conversations moving forward. _______________________________________________________________ Want to book an appointment? Call us: tel:8002448814 Email: [email protected] Direct email link: [email protected] Want to learn more about current law? Website: https://www.copenbarger.com Follow us on social media for updates, insights, and upcoming events: Facebook: / copenbargerlaw Instagram: / copenbargerlaw Threads: https://www.threads.net/@copenbargerlaw TikTok: / copenbargerllp LinkedIn: / copenbarger-copenbarger-llp Subscribe and turn on notifications so you don’t miss future webinars: YouTube Channel: / @copenbargerlaw __________________________________________________________________ Keywords: tax planning through gifting, lifetime gifting strategies, estate planning webinar, gift tax rules, gifting to children and grandchildren, trust vs outright gift, charitable gifting planning, business succession gifting, legacy planning strategies, advanced planning, Copenbarger and Copenbarger LLP
Don't Gift Your House to Your Kids (Do THIS Instead!)
Living Trusts Aren't Set-and-Forget: When Life and Law Changes, Your Plan Must Too
Conan O’Brien Mocks Trump At Harvard Commencement | Crowd Erupts During Viral Speech
The Perfect Elevator Pitch: One Sentence That Will Grow Your Business
Tax Lawyer Fact-Checks Viral Tax Advice Online | Toby Mathis
Don't Put These 7 Assets In Your Living Trust (Most People Get This Wrong)
Golden Retriever Meets Completely Broken Rescue for the First Time
Copenbarger Law Estate Planning Seminar 2026 - Sacramento
6 Reasons to Retire as Soon as You Can (And How to Bridge to Age 67)
She Asks if I Know Coldplay and This Singer Shocks The Street
English Essay: How to Write about ANY Essay Topic
Harvard Professor Explains The Rules of Writing — Steven Pinker
Spine Surgeon Drowns for 30 Minutes —Comes Back With a List
What Living Trust Lawyers Won’t Tell You (But I Will)
Alastair Campbell and Jacob Rees-Mogg Debate Brexit | The Mishal Husain Show
Tom Hanks' HILARIOUS Harvard Speech Leaves Audience in Splits: “I Make a Good Living...” | REPLUG
NO ONE voted for this…
Doku: Die geheime Welt des deutschen Adels
Exactly How To Deal With a Toxic Boss (without quitting)
