I am utilizing a grantor retained annuity trust to transfer wealth, how do changes in the IRS assumed interest rates affect the taxable portion of my family's gift?

Question

Kohari Gonzalez Oneyear & Brown · Accepted Answer

Changes in the IRS assumed interest rates can have a meaningful effect on how a grantor retained annuity trust is valued for gift tax purposes, because the rate used at the time the trust is created helps determine the present value of the retained annuity and, in turn, the taxable portion of the tr For an answer applied to your exact numbers, bring this question to a licensed KGOB CPA in a focused session and leave with a clear next step.