Unlocking Secrets of the Sunsetting Estate Tax Provision
September 17, 2024 | 2-3 PM EDT
Time is running out on the Tax Cuts & Jobs Act (TCJA), and if you don’t act now, you could miss out on potentially lucrative tax breaks on gifts you are planning to make to your heirs.
Join Aprio’s Tax team on September 17 for a webinar about the expiration of the TCJA. Pending potential law changes, the current estate tax exemption of approximately $13 million per taxpayer is scheduled to automatically drop to $7 million in January 2026. We’ll discuss:
- The changes in the estate and gift tax limits,
- Eligibility for the TCJA, and
- Key estate planning strategies to consider.
We are here to help you leverage the TCJA provisions before it’s too late! Register now to get an estate planning head start on the sunsetting estate tax exemption.
Featured Speakers:
Nina Daigle
Partner,
Restaurant, Franchise & Hospitality
Dave Fraser
Partner,
Private Client
APRIO, the Aprio pentagonal pinwheel logo,“PASSIONATE FOR WHAT’S NEXT”, and the “ISO 27001 CERTIFIED BY APRIO” seal, are registered marks of Aprio, LLP. “APRIO CLOUD” is a service mark of Aprio, LLP. Aprio, LLP © 2024. All rights reserved.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling (“PKS”) Investments, Inc., member of FINRA/SIPC. Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.