Now Is a Good Time to Review Strategies for Estate Taxes & GiftingNow Is a Good Time to Review Strategies for Estate Taxes & Gifting
Consider taking advantage of current higher exclusions of gifting.
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Sponsored by CBIZ Marks Paneth
Jacob Meth, CPA, JD, Managing Director and Lead, Private Client Services, CBIZ Marks Paneth
Sponsored by
Wealth planners and their clients have much to discuss, as the current lifetime exclusion levels for estate taxes are slated to sunset on December 31, 2025. Learn about valuable strategies that allow family businesses to stay intact and allow wealth to be passed on to the next generation:
Transfer a percentage of the business to beneficiaries while the founder is still alive
Leverage each spouse’s lifetime exclusion
Transfer various assets into an intentionally defective grantor trust
Gifting to a spousal lifetime access trust (SLAT)
Download the white paper to learn more.
