Contact Us: (520) 886-3181 CPAmerica International

Gift Planning

gift-planningBecause of the taxation implications of gifting larger sums, various property, and the varying tax laws, planning for gifts is becoming a more common reality of tax law. Gift planning is an area that requires special expertise, whether the gift is a gift of cash, a large item such as a house, another piece of property, or perhaps a gift to a charitable organization. Because no one likes surprises of the tax kind, let us help you navigate the complexities of planning to gift, so that it can be an easy, clean transaction without unexpected complications or tax ramifications

Our gift planning services include: 

  • Gift Splitting/Partial Interests
  • Gift Planning & Tax Advisory
  • Valuations