Planning Now For the 2026 CLIFF
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, February, 20 • ET • 90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA
Estate Planning Expert Keebler & Associates
What You'll Learn
The scheduled reduction of the Federal Estate Exemption amount by one half on January 1st 2026 is causing a great many affluent taxpayers to consider what actions to take with respect to large gifts and other strategies. These clients will be best served by consideration of what planning…