E.J. Callahan & Associates LLCSep 22, 20211 min readEstate and tax planning may take a drastic turnEstate and tax planning may take a drastic turn as the Treasury is looking into whether the IRS can “claw back” taxes on gifts that investors have made under the higher state and gift tax exemption levels once higher thresholds expire in 2026.
Estate and tax planning may take a drastic turn as the Treasury is looking into whether the IRS can “claw back” taxes on gifts that investors have made under the higher state and gift tax exemption levels once higher thresholds expire in 2026.
Join EJC’s Jeff Rogers for a must-attend webinar: “Understanding the New Beneficial Ownership Information Reporting Requirement” as part of ASM’s Lunch & Learn Series
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