Gifts

Gift Tax Explained: What It Is and How It Works

September 24, 2026 by Bautis Financial

How much can you give without triggering gift tax? While most people don’t owe under current IRS gift tax rules, gifts above certain limits require careful planning. Learn the rules, exemptions, and strategies to give large gifts smartly.

August 20, 2026 by Kayla Waller, CFP®

As the season of giving approaches, now is a good time to revisit your charitable giving strategy. Whether you're considering a one-time gift or building philanthropy into your long-term financial plan, our checklist can help you think through the key decisions involved.

Gift Tax Explained: What It Is and How It Works

Financial Planning Checklist: What to Consider When Establishing a Charitable Giving Strategy