The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $7 million. To help your clients prepare for the real...
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Oct 14, 2024
Learn how alternative investments may potentially transform client portfolios and provide customization to help achieve their unique investment goals.
What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this session with Foundation Source’s Chief Legal Officer Jeffrey...
