Individual and Estate Tax Planning Update: Navigating the Sunset of TCJA Provisions in 2025

Tuesday, August 27 | 8:00 - 9:00 AM CDT | 1.0 CPE

Join us for an in-depth review of the TCJA provisions, upcoming sunsets, and crucial tax planning opportunities. This webinar will provide valuable insights and strategies for navigating potential increases in income taxes and transfer taxes, and filing complexities for 2024 and 2025. Our tax experts will: 

  • Analyze specific and individual estate tax provisions scheduled to expire in 2025. 
  • Unpack strategies to address individual tax and estate tax changes.
  • Explain significant factors in deciding how creatively to act. 
  • Review an estate planning case study.
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