Description
As the Tax Cuts and Jobs Act (TCJA) is set to expire by the end of 2025, estate tax limits are poised to sunset, reverting to pre-2017 levels. This shift could result in a 40% federal rate for your heirs upon inheriting your estate.
Join Diane DeOliveira, president of Wealthspring, and our team of tax experts to uncover:
- The importance of the 2026 sunset
- Who will feel the impact
- Strategies to minimize tax burdens by spending down assets, engaging in charitable giving, leveraging current gift tax exclusions, and more
Now is the time to get a plan in place. Join us to get started.
Date and Time
Thu, Jun 13, 2024
12:00p - 12:45p EST