The Lobb Report – Summer 2024 – Estate Planning Changes Under American Housing & Economic Act (AHEA) 2024
Authored by Mark Lobb Most estate tax planners and their clients have been focused on the expiration of the Tax Cuts and Jobs Act (TCJA). The TCJA expires at the end of 2025. In 2025, the gift and estate tax exclusions will exceed $14 million per person. On January 1, 2026, the gift and estate […]
