Beyond the Sunset: What Happens in 2026?
Update: 2024-08-28
Description
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
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
