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3:56
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Consilio Wealth Advisors
Watch this video if you gifted more than $18,000 in 2024 | How to fill out Form 709
Have you gifted more than $18,000 in 2024? If so, you'll need to fill out a Form 709 to properly report your gift. We briefly touch on how to complete this form in this video. Chris Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® Forbes Best-In-State Top Next-Gen Wealth Advisor 2023 🎯Reach out for a free planning call here🎯 https://www ...
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