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Thom presents for the FICPA Volusia Chapter on Estate Tax Exemption Sunset: risks, opportunities, planning techniques, legislative changes, in his seminar: "Estate Tax Exemption Sunset: Dangers & Opportunities" at Embry-Riddle Aeronautical University

Feb 13 2024
Estate Tax Exemption Sunset: Dangers & Opportunities
In the seminar, we explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents. Covering the fundamentals of estate and gift tax, we delve into the implications of the impending exemption reduction and potential legislative changes. Attendees will gain crucial insights into advanced planning techniques, such as QPRTs, GRATs, CRTs, and IDGTs, empowering them to effectively maximize the full estate tax exclusion and adapt to the evolving landscape of estate planning. Attendees will be equipped with a concise yet comprehensive guide to sophisticated strategies, ensuring they are well-prepared to optimize their clients' estate planning efforts.

Wednesday, February 14th @ 6 PM ET
Visit the FICPA website for more information.
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Forster Boughman & Lefkowitz

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