Act Now to Utilize the Current Estate & Gift Tax Exemption
September 12, 2024
The currently available estate and gift tax exemption is due to sunset after 2025, and not taking steps to consider whether using the exemption while available may mean missing out not only on potential savings, but also on a chance to preserve your family legacy.
Business owners should also contemplate coordinating the exemption with their business exit or succession planning. Because of the time needed to develop and implement recommendations, waiting until 2025 may prohibit using the exemption before it sunsets. Join us for an informative webinar and learn how Forvis Mazars Private Client can help!
Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP.
Learning Objectives
Upon completion of this program, participants will be able to:
- Explain the current estate and gift tax exemption as it is today and provide an overview of what the exemption levels will be after the sunset.
- Describe the impact on business exit and succession planning for business owners considering taking advantage of the high exemption.
- Discuss the ways Forvis Mazars Private Client can help you consider where you stand today and provide a road map to help you achieve your financial goals.
Presenters
Troy Farmer, David Vogler, Sheila Christie, Faye Hilpert