by Concentrum Wealth | Jan 9, 2026 | Uncategorized
Can a grandparent pay a grandchild’s tuition directly to the college without any gift tax issues? Yes. The general rule for gifts is that any gift over the annual federal gift tax exclusion amount ($19,000 for individual gifts and $38,000 for joint gifts in 2026) is...
by Concentrum Wealth | Dec 13, 2025 | Uncategorized
With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most (1). In addition to advancing philanthropic goals, charitable donations may offer tax...
by Concentrum Wealth | Oct 9, 2025 | Uncategorized
Supporting Postgraduate Children: Gifting and Lifestyle Funding Supporting postgraduate children or helping adult children build their lives after college is a generous and common goal for high net worth families. Strategic gifting during your lifetime can fund living...
by Concentrum Wealth | Jul 31, 2025 | Uncategorized
The recently released federal Digital Assets Report represents a significant shift in how the United States approaches cryptocurrency and blockchain technology regulation. Let’s break down what this comprehensive report means in practical terms. What Is This...
by Concentrum Wealth | Jul 9, 2025 | Uncategorized
The One Big Beautiful Bill (OBBB) has introduced a sweeping set of tax and policy reforms that promise to reshape the financial outlook for small business owners. Here’s a straightforward guide to the major changes, their implications, and how you can leverage these...
