Dec 19, 2024
Plan early! The Tax Cut and Jobs Act (TCJA) significantly increased the estate tax exemption and there is uncertainty around whether it will be extended or modified. It's recommended to plan early and not wait until the last minute to ensure all necessary legal and valuation work can be completed in time.
Greg Saunders and Lisa Cribben explore the complexities of estate planning and valuation, emphasizing the importance of early and continuous planning. They discuss various strategies to manage and reduce estate taxes, the critical role of valuation appraisers, and the potential impact of upcoming changes in tax laws.
Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins
Ash CPA
Host: Gregory Saunders, CPA/ABV, Sr. Manager,
Keiter CPAs
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2024 AICPA & CIMA
Forensic & Valuation Services Conference - for
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session: Estate Planning with The Anticipated
Change in 2025
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From the archives: FVS Valuation Podcast episodes
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic
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