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

Peter Anastasian

4 minutes

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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

Senior Vice President, Financial Advisor

Long Island, NY

Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development.

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