Paul PremackNov 28, 2022The Planning Conundrum (Part 3)If Congress in late 2025 makes the $12.92M exclusion permanent, you may wonder if your planning was a waste of time and money.
Paul PremackNov 21, 2022The 2026 Trump Tax Rollback (Part 2)You have a large exclusion amount to use by gifting or by dying. In 2026 the exclusion will be reduced. Should you use it now?
Paul PremackNov 14, 20222023 Estate and Gift Tax Update (Part 1)The basic exclusion amount is increasing from $12.06 million in 2022 to $12.92 million in 2023, the largest adjustment ever.
