Although there is uncertainty as to whether some or all of the Tax Cuts and Jobs Act of 2017 (TCJA) provisions scheduled to sunset on December 31, 2025, will actually sunset, early 2025 is still an opportune time to discuss possible outcomes and wealth transfer strategies. In a webinar with Trusts & Estates, experts from Fiduciary Trust Company and Dungey Dougherty discuss possible considerations and opportunities for the TCJA sunset.
The topics discussed include:
- Historical background on the exclusion and the opportunity to gift
- Cautionary considerations in gifting
- Opportunities
The panelists for this webcast are:
- Jody King, JD, CPA, Director of Wealth Planning, Fiduciary Trust Company
- James Dougherty, JD, Partner, Dungey Dougherty PLLC
You may find here a link to the presentation slides.
Originally published: November 7, 2024
