Concurrent Session Onsite and Online
ENG2316. Planning in Advance of the 2025 Sunset of the TCJA, (TAX, EST)
The 2017 Tax Cuts and Jobs Act sunsets at the end of 2025. For the transfer tax exemption, this means a reduction to $5 million indexed for inflation after 2017 instead of the current exemption of $12,920,000. This will affect the income tax, gift tax, estate tax and generation-skipping tax. This Program will address what should be done anticipating these changes.
- Understand the planning challenges of the coming 2 1/2 years.
- Determine which planning techniques should be focused on looking ahead.
- Address the needs of multiple clients to plan
NASBA Field of Study
3-4 years in the Profession