Savant Wealth Management
May 29, 2025

Gifting to Family: Minimizing Uncle Sam’s Cut [On-Demand Webinar]

by: Savant
financial gifts to family

Thinking of giving financial gifts to your children, grandchildren, or other loved ones? Whether it’s helping with a first home, education costs, or simply sharing your wealth, it’s important to understand how to give strategically—without triggering unnecessary taxes or penalties.

Watch this eye-opening on-demand webinar where we break down the key rules, limits, and smart strategies around gifting.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2025 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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