# Everything You Need to Know about Gifting (& Taxes) Page: https://stenobird.com/podcast/the-practical-planner-6675551/everything-you-need-to-know-about-gifting-taxes Text version: https://stenobird.com/podcast/the-practical-planner-6675551/everything-you-need-to-know-about-gifting-taxes.md Podcast: [The Practical Planner](https://stenobird.com/podcast/the-practical-planner-6675551) Published: 2024-09-10T10:00:00+00:00 Episode link: https://api.riverside.com/hosting-analytics/media/7f7bba4e8a347deed2d8d2c60db4b578a75411dfc5e35af7373d6fe4306cf43f/eyJlcGlzb2RlSWQiOiJmMzgzYzJjZS0xOWNjLTRjODMtYTMzYS02OTUxM2ZiZjA3YzUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvZjM4M2MyY2UtMTljYy00YzgzLWEzM2EtNjk1MTNmYmYwN2M1L1dFV0VDMTIwNzY2MDA3Ni5tcDMifQ==.mp3 Audio file: https://api.riverside.com/hosting-analytics/media/7f7bba4e8a347deed2d8d2c60db4b578a75411dfc5e35af7373d6fe4306cf43f/eyJlcGlzb2RlSWQiOiJmMzgzYzJjZS0xOWNjLTRjODMtYTMzYS02OTUxM2ZiZjA3YzUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvZjM4M2MyY2UtMTljYy00YzgzLWEzM2EtNjk1MTNmYmYwN2M1L1dFV0VDMTIwNzY2MDA3Ni5tcDMifQ==.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/everything-you-need-to-know-about-gifting-taxes Duration seconds: 1284 ## Resource Gifting can be a great strategy to transfer wealth but the tax implications and exemptions are often misunderstood. Tax-free strategies for gifting to family or loved ones may actually be broader than most think. Hosts Thomas Kopelman and David Haughton discuss both the ways someone can gift as well as strategies for minimizing potential taxes on those gifts. For any questions, email us at practicalplanner@wealth.com. Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast! ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/everything-you-need-to-know-about-gifting-taxes/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-practical-planner-6675551/everything-you-need-to-know-about-gifting-taxes.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.