Rhame & Gorrell Wealth Management’s Post

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

  • chart, bar chart

To view or add a comment, sign in

Explore topics