Event Overview
We are in an ever-changing environment, and the gift and estate tax exemptions that are set to sunset on January 1, 2026, may cause a need for additional estate, gift, and income tax planning. It's important to stay on top of legislative changes and modify your estate plan to take advantage of wealth-enhancing opportunities. Our wealth transition update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business, and your family.
- Discuss election results and the current legislative outlook, including the potential impacts of what may be on the horizon.
- Demonstrate how portability, higher income taxes, and potential reduction of increased tax exemptions impact planning for succession of your wealth.
- Assess any recent changes and explore ways to adjust your planning as needed.
- Devin Hecht, J.D., LL.M.Principal, Wealth Transition Services Practice LeaderDevin assists our clients in thoughtfully approaching their estate and succession planning. Prior to joining Eide Bailly, Devin worked as a tax attorney and partner in the Tax, Trusts and Estates practice group of a regional law firm. At Eide Bailly, he assists clients in the area of estate planning and advisory services in estate and gift tax, generation-skipping transfer tax, income tax and other tax matters.
- CPE Credits1
- Field Of StudyTaxes
- Level Of KnowledgeBasic
- Delivery MethodGroup-Internet Based