CPA CE Event - Estate Tax Exemption Sunset 2026
Strategies to Consider Prior to the 2026 Sunset of the Federal Estate Tax Exemption
Join Bayntree and Samuel DiPietro, JD, CPA, LLM, MST, with Spencer Fane LLP as we share insights and the key strategies you and your clients should consider before the 2026 Sunset of the Federal Estate Tax Exemption.
- Understand the impact of the estate tax exemption sunset
- High-level overview of planning techniques utilized to mitigate, or in some cases eliminate, a client's estate tax exposure
- Learn how to prepare and what to say to clients about the potential changes
- "Low Hanging Fruit!" Estate Planning
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