ARTICLE
8 August 2025

Gift Planning Strategies (Video)

KR
Kaufman Rossin

Contributor

Kaufman Rossin, one of the top CPA and advisory firms in the U.S., has guided businesses and their leaders for more than six decades. 600+ employees deliver traditional audit, tax, and accounting, plus business consulting, risk advisory and forensic advisory services. Affiliates offer wealth, insurance, and fund administration. We’ve earned many awards, but we’re most proud of our Best of Accounting®️ Award for superior client service for four years running, because it’s based on ratings from more than 1,000 of our clients.
Estate planning isn't one-size-fits-all, and waiting until after you've made financial moves could limit your options.
United States Family and Matrimonial

Thoughtful planning today can create lasting impact tomorrow.

Estate planning isn't one-size-fits-all, and waiting until after you've made financial moves could limit your options. Watch this short video for practical gifting guidance, including how to work with your advisors to protect your wealth and preserve your legacy.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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