SLP419 Matthew McClintock- UHNW Bitcoin Strategies
Stephan Livera Podcast
00:00
Is There a Gift Tax on Transfers?
There are different types of taxes that we have to consider when we make those transfers. From an income tax perspective, that is typically not an income recognition event. We also have to contemplate the possibility of lifetime gift tax. And so a lot of what we're doing on the wealth strategy side is creating layers of structures such that we can actually shift well more in advance, well in excess of the gift tax exemption into these trusts without actually paying gift tax on those transfers.
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