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Learn about the upcoming decrease in the estate and gift #tax exemption and next steps to consider. FORVIS Private Client has the details.

Learn about the upcoming decrease in the estate and gift #tax exemption and next steps to consider. FORVIS Private Client has the details.

Learn about the upcoming decrease in the estate and gift #tax exemption and next steps to consider. FORVIS Private Client has the details.

Learn about the upcoming decrease in the estate and gift #tax exemption and next steps to consider. FORVIS Private Client has the details.

Don't miss out on our upcoming Best Practices in Tax Collection course, facilitated by Hanover Borough Tax Collector, Holly Liska. This is a great opportunity to learn from an experienced tax collector, especially if you are new to the Tax Collecting world! Register here: https://lnkd.in/e3zbPj75 #TaxCollection #TaxClass #PennylvaniaTraining

The 2017 Tax Cuts and Jobs Act (#TCJA) significantly increased the lifetime gift and estate tax exemption, but this is set to expire in 2026. The exemption, which currently allows for substantial tax-free transfers, will revert to near-2017 levels unless Congress takes action. Don't wait—plan ahead to maximize your exclusion! #EstatePlanning #WealthManagement #TaxStrategy #FinancialPlanning #TaxReform

DON'T LET THE COMING TAX CHANGES BLUR YOUR VISION BOARD Major provisions set to expire in 2025 include reduced marginal tax brackets, a heightened standard deduction, and the crucial federal estate and gift tax exemption. Utilize your exemption now while it remains at a historical peak; failing to do so could result in a substantial loss of this benefit. Keep your future in focus; reach out to me today. #2025taxsunset #TaxSunset #TCJA

A gentle reminder that the tax extension deadline is coming up. You've got this!💪 #TaxExtension #Reminder #FileYourTaxes #StayOrganized #abundanttaxbusinesssolutions

The IRS has published final rule in the Federal Register related to the generation-skipping transfer tax exemption after initially issuing proposed regulations in 2008. Officials noted that "a new notice of proposed rulemaking or a further opportunity for public comment would be unlikely to generate different comments and, moreover, would unnecessarily delay further this rulemaking to the continued detriment of taxpayers seeking relief." Full Story: https://lnkd.in/gDnDZn2k  #cavalierassociates #financialintelligencereport #estateplanning #gsttax #generationskipping

Today's Tax Day! It's when we think about our duty to society and how taxes help our communities. Let's hope everyone's taxes go smoothly and brings good things ahead! #TaxDay2024 #CivicDuty #CommunityBuilding #EssentialServices #FinancialProsperity #FilingProcess #TaxAppreciation #SupportingCommunities #BuildingOurFuture #FinancialResponsibility #GlobusFinanza