Singer & Stone: A Taxing Dilemma – Encouraging clients to take advantage of the increased exemption

The exclusion from the United States gift and estate tax has been increased to $10 million (adjusted for inflation, $11.4 million in 2019) for both taxable gifts made after 2017 and estates of decedents dying after 2017. However, at the end of 2025, the increased exemption will expire as the exclusion from the U.S. gift and estate tax will return to the approximately $5 million (adjusted for inflation) exemption that was in effect in 2017. Singer & Stone write about how to encourage clients to take advantage of the increased exemption before the year 2026 and suggestions for taking advantage of the increased exemption.

To download the full article, click Singer & Stone: A Taxing Dilemma – Encouraging clients to take advantage of the increased exemption (subscription required).

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