Wednesday, September 27, 2017

Changes to Gift Tax Exclusions for 2018


Bloomberg and Thomson Reuters released their predictions for 2018’s inflation-adjusted figures related to the Unified Estate and Gift Tax Exclusion amount and the Annual Gift Tax Exclusion this week. While these are not final numbers released by the IRS, they are likely to reflect the 2018 increases.

For gifts made and estates of decedents dying in 2018, the Estate and Gift Tax exclusion amount will likely increase to $5,600,000 (up from $5,490,000 for gifts made and estates of decedents dying in 2017). This increase raises the threshold for Estate and Gift Tax liability to $11,200,000 for married couples.

For gifts made in 2018, the Annual Gift Tax Exclusion will also likely increase to $15,000  per person (up from $14,000 for gifts made in 2017).

Finally, the Exemption from Generation-Skipping Tax (GST) is will likely increase to $5,600,000 for transfers in 2018 (up from $5,490,000 for transfers in 2017).
These increases will allow clients to make further use of planning strategies which allow them to reduce their tax liability by making gifts during their lifetime. Feel free to call or email us if you have any questions or if you want to discuss planning strategies.
Alan & Matt


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