Search
The 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 Premack
Nov 28, 2022
The 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 Premack
Nov 21, 2022
2023 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.
Paul Premack
Nov 14, 2022
