News Room

Real Assets Adviser: Peter Anastasian Featured Byline “A Little-Know Tax Secret: Learn the Benefits of the Annual Gift Tax Exclusion”

Peter Anastasian -CFP®

4 minutes

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.

Peter Anastasian, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s byline “A Little-Know Tax Secret: Learn the Benefits of the Annual Gift Tax Exclusion” was published by Real Assets Adviser. 


It’s important to understand a few fundamental principles to grasp the true potential of the gift tax exclusion. This annual exclusion is a strategic mechanism for anyone who wants to gift assets without incurring any gift tax liability. 


Access the full article here.

Head shot of Peter Anastasian

Peter Anastasian

Senior Vice President

Long Island, NY


panastasian@wealthenhancement.com

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.