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Beyond the Sunset: What Happens in 2026?
Manage episode 436689663 series 2802218
The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost half that amount. In this episode, our guests explore the implications and offer solutions and planning strategies.
Joining us:
Carma McCallie, J.D., Vice President, Advanced Sales, Crump
Clark Smith, Vice President of Sales, Truist Life Insurance Services
Read more +
Don't Let the Sun Set on Today's Planning Opportunities: Shifting Estate and Gift Tax Obligations
44集单集
Manage episode 436689663 series 2802218
The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost half that amount. In this episode, our guests explore the implications and offer solutions and planning strategies.
Joining us:
Carma McCallie, J.D., Vice President, Advanced Sales, Crump
Clark Smith, Vice President of Sales, Truist Life Insurance Services
Read more +
Don't Let the Sun Set on Today's Planning Opportunities: Shifting Estate and Gift Tax Obligations
44集单集
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