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Gift Tax Returns

Gifting assets can be a powerful part of your estate planning strategy, but proper reporting is critical. Plunk Smith assists clients with the preparation and filing of IRS Form 709 to ensure accurate, compliant gift tax reporting.

Helping You Navigate Gift Tax Rules

We advise on annual exclusion limits, lifetime exemption usage, split-gift elections, and valuation issues. Our attorneys help you take advantage of available exemptions and deductions while minimizing audit risks.

Protecting Your Financial Legacy

Whether you are making a one-time gift or implementing a long-term gifting strategy, Plunk Smith provides the support and guidance you need to manage gift taxes effectively and protect your financial legacy.