Friday Mar 20, 2026

EP36: Estate Planning, Part A

In part one of this multi-part series, Mark dives back into estate planning and the often-confusing world of gifting assets, a relevant topic for this current tax season. As questions surge about the tax implications, he breaks down what you need to know in a clear, practical way. Tune in to understand the importance of responsibly reporting when receiving or gifting estates and assets.

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