Should You Give or Lend?
The IRS views gifts and loans differently for tax and gifting purposes and you need to understand the difference before writing that check.
Day: August 25, 2022
The IRS views gifts and loans differently for tax and gifting purposes and you need to understand the difference before writing that check.
Cutter Financial Group, LLC is an SEC-Registered Investment Advisor that specializes in building retirement systems for folks who are in the accumulation, transition, and distribution stages of their financial lifecycle. We help to educate our clients and to provide them with the information and resources they need to take control of their financial future. Control allows our clients to have added confidence in their retirement plan to help provide added peace of mind.
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