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Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & AssociatesThe scheduled reduction of the Federal Estate Exemption amount by half on January 1, 2026, led many affluent taxpayers to evaluate strategies for making large gifts and implementing estate planning...
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A few comments from listeners when they were asked what the learned from the webinar:
Timing of the budget bill, caution on reciprocal trusts, didn't know there is a proposal to make car loan interest deductible, and caution on tax shelters was good w/ the guidance to stick w/ statutory tax shelters only. Always a good reminder to consider the tax bracket for a surviving spouse when helping families.
- Michael W.
Didn’t realize repeal of estate tax was currently
- Heath J.
Good ideas around SLAT planning and reciprocal trust doctrine.
- Chase D.
Timing of the budget bill, caution on reciprocal trusts, didn't know there is a proposal to make car loan interest deductible, and caution on tax shelters was good w/ the guidance to stick w/ statutory tax shelters only. Always a good reminder to consider the tax bracket for a surviving spouse when helping families.
- Michael W.
Didn’t realize repeal of estate tax was currently
- Heath J.
Good ideas around SLAT planning and reciprocal trust doctrine.
- Chase D.
Timing of the budget bill, caution on reciprocal trusts, didn't know there is a proposal to make car loan interest deductible, and caution on tax shelters was good w/ the guidance to stick w/ statutory tax shelters only. Always a good reminder to consider the tax bracket for a surviving spouse when helping families.
- Michael W.
Didn’t realize repeal of estate tax was currently
- Heath J.
Good ideas around SLAT planning and reciprocal trust doctrine.
- Chase D.