Planning Now For the 2026 CLIFF
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates
The 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 techniques. In a session led by CPA Bob Keebler, participants explored various methods, including large gifts, discounted asset transfers, installment sales, grantor trust strategies, and basis-increasing techniques, to optimize estate tax reduction while maintaining control over assets.
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Planning Now For the 2026 CLIFF 02-21-2025
Comments
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.
Attendees Comments:
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.