Earn CE Credit | Ask The Experts
| | | Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption |
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| | DATE:
Thursday
November 7, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $7 million. To help your clients prepare for the real possibility of a reduced exemption, you need to discuss wealth transfer strategies with them and the possibility of “clawback” (that is, the IRS deciding that money that your client has transferred will be considered part of the estate for estate tax purposes).
Join our webinar as experts will discuss what the sunset will mean for your clients and how to prepare for that possibility. They’ll also answer your pre-submitted questions. |
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| | | Jody R. King, JD, CPA Director of Wealth Planning Fiduciary Trust Company |
| | | James I. Dougherty Partner Dungey Dougherty PLLC |
| | | Susan Lipp - Moderator Editor in Chief Trusts & Estates |
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| Not able to attend the live event? | | Archived versions of webinars from Trust & Estates are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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