Episode 28 - Our Gift to You About Gift Giving

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Your Dollars, Our Sense

Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors

38 episodes

1 day ago

From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance. Content is for informational purposes only and should not be considered as investment, legal or tax advice.

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All content for Your Dollars, Our Sense is the property of Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Episode 28 - Our Gift to You About Gift Giving

Your Dollars, Our Sense

29 minutes 27 seconds

1 year ago

Episode 28 - Our Gift to You About Gift Giving

Coby and Karen highlight one of the most misunderstood money concepts, breaking down the rules of gift giving. From freebee gifts the IRS ignores, when gifts need to be reported, and common gifting mistakes, all the details are wrapped up in a nice little package.