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Federal Estate and Gift Taxes

Did you know that making a gift to friends or family can have tax consequences? Get an introduction to the rules surrounding the taxation of gifts, the estate tax, and strategies to minimize or even eliminate them altogether. Review legislative changes related to the estate, gift, and generation-skipping transfer tax, including the temporary expansion of the applicable exclusion amount in the Tax Cuts and Jobs Act of 2017 with Attorney Matthew Unzicker.

Mar 20 2024
9:30 AM - 10:30 AM


Berlin Patten Ebling Lakewood Ranch Office
8433 Enterprise Circle Suite 200 Bradenton, FL 34202

Here's How It Works:

Simple Submission: Using Payload, you can send your EMD funds. The platform is designed to ensure your transaction is both secure and hassle-free.

Transparent Fee Structure: A nominal processing fee of $12.00 will be applied to your transaction. This fee is disclosed during the submission process.

Instant Confirmation: Once your transaction is completed, you’ll receive an immediate confirmation email from Payload. Our accounting team will also be promptly notified, usually within minutes of the transfer.

Specifically for EMD: Payload is exclusively for submitting your Earnest Money Deposit ONLY. It is not to be used for final closing proceeds or any other payments.

Deposit Limit: To maintain the integrity of our process, we have set a maximum deposit amount of $100,000.00 for EMD submissions.

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