TransACTions, LLC

You may give up to $19,000 to any individual (donee) in 2025 and avoid any gift tax filing requirements. If married, you and your spouse may transfer up to $38,000 per donee.

Leveraging Gift Rules to Your Advantage Wish to transfer some of your assets to your children or grandchildren tax-free? Understanding the annual gift limits is a good place to start.

Tax planning is now upon us. Here are several tax myths to consider and understand how they might be impacting your future tax obligations. That and tons of other ideas we can all use.

Client Update Newsletter: September 2025 As the dust settles on the July tax bill and the IRS starts to figure out how to implement tax-free tips and overtime, the rest of us need to move into the planning phase of the tax year. To help keep tax planning top of mind is an article about common tax myths. Each of them reinforce the need to p...