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Thursday Feb 22, 2024
We are in a golden age of tax-free wealth transfers. Gifts up to $13.61 million (or $27.22 million for a married couple) can be made on a tax-free basis. But in less than two years, this is expected to change. The federal estate tax exemption will be cut by more than half and adjusted for inflation on December 31, 2025, the date of its expiration. Even though it is possible that new tax laws will be passed between now and then, it's best to start thinking ahead and implementing strategic wealth transfer plans now for your family business. Our discussion will include explanations and pros/cons of GRATs, SLATs, FLPs, and more! Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity! ... read more
Categories: CCFB Roundtable, Succession Planning

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