Maximize Gifts Before the Law Changes after 2025
Gifts: Tax Rules and Guidance
Gain a comprehensive understanding of gifting and trusts and how to leverage their options that best suits your estate planning goals in this eight-part video series.
Maximizing gifts before the 2025 tax law changes can help you capitalize on the current generous federal estate and gift tax exemptions before they potentially decrease. The new regulations could significantly impact your ability to transfer wealth tax-efficiently, potentially costing you and your beneficiaries more in taxes down the line.
The first video of the series examines maximizing gifts before the tax laws change in 2025.
Video 1
Through the Tax Cuts and Jobs Act (TCJA) of 2017, the amount individuals or married couples can gift increased significantly. But, those options sunset at the end of 2025. How are you positioned for this? Are there ways you can benefit and how are you planning for its sunset? Mark Kassens, director of our gifts, estates and trusts practice, helps you understand more in this 10-minute video discussion.
Check out other articles in this series:
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.