About this episode
Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast.
--
Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
Get every episode summarized
Each time Open Exam Prep publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Open Exam Prep
Series 7 Exam Prep 99, High-Yield Product Comparison Review
Open Exam Prep
Sep 14, 20263:33completed
Series 7 Exam Prep 98, Regulation and Prohibited Conduct Review
Open Exam Prep
Sep 13, 20264:35completed
Series 7 Exam Prep 97, Trading and Settlement Exam Traps
Open Exam Prep
Sep 12, 20264:02completed
Series 7 Exam Prep 96, Communications and Disclosure Exam Traps
Open Exam Prep
Sep 11, 20263:30completed