September 10, 2021
Hi There!

Thank you to all who participated in our annual Shredding Day. It was wonderful to see you - and to help reduce your vulnerability to financial fraud.

As we approach the final quarter of the year, SKP Perspectives for Individuals will include helpful articles and resources to help you prepare for your 2021 tax return. As always, please contact or call us at 203.933.1679 with any questions or concerns.
 
Thank you.

Rich Pavano, CPA
Tax Planning for Year-End Gifts of Cash or Stock
As we approach the holidays and the end of the year, many people may want to make year-end gifts of cash or stock to their loved ones. By properly using the annual gift tax exclusion, year-end gifts of cash or stock to family members and loved ones can reduce the size of your taxable estate, within generous limits, without triggering any estate or gift tax. The exclusion amount for 2021 is $15,000.
Stay Current with the SKP Blog