Gift giving

Gift giving

Preserve your assets with tax strategies for gift giving

Family and charitable gift giving is an important part of your financial plan. Make sure that your gifting is properly implemented to protect your assets. For nearly five decades, Crowe private client tax specialists have been providing individuals and families with expertise on tax-efficient gifting strategies to achieve their unique personal goals and financial objectives.
Gift giving

Explore all the gifting options to best achieve your goals

Crowe private client tax specialists help high-net-worth and high-income clients develop and execute a wide variety of gifting strategies. Crowe can help you:
  • Identify and clarify financial planning goals
  • Maximize value passed to recipients
  • Reduce estate tax liabilitiy
  • Mitigate generation-skipping transfer tax
  • Consider irrevocable life insurance trusts
  • Analyze grantor-retained annuity trusts
  • Examine intentionally defective irrevocable trusts
  • Benefit from self-canceling installment notes
  • Investigate qualified personal residence trusts

Contact us

Learn more about how you can find and implement the most tax-efficient strategies for family and charitable gifting. Contact Crowe today.
David Lifson - social
David A. Lifson
Partner