• Estate Planning – Anticipating the Change in 2025

  • Dec 19 2024
  • Length: 19 mins
  • Podcast

Estate Planning – Anticipating the Change in 2025

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  • Summary

  • Plan early! The Tax Cut and Jobs Act (TCJA) significantly increased the estate tax exemption and there is uncertainty around whether it will be extended or modified. It's recommended to plan early and not wait until the last minute to ensure all necessary legal and valuation work can be completed in time. Greg Saunders and Lisa Cribben explore the complexities of estate planning and valuation, emphasizing the importance of early and continuous planning. They discuss various strategies to manage and reduce estate taxes, the critical role of valuation appraisers, and the potential impact of upcoming changes in tax laws. Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPA Host: Gregory Saunders, CPA/ABV, Sr. Manager, Keiter CPAs Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 2024 AICPA & CIMA Forensic & Valuation Services Conference - for purchasesession: Estate Planning with The Anticipated Change in 2025also available full conference package Exclusive content – Free for FVS Section members: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content FVS Toolkit for Estate and GiftBusiness Valuations for Estate and Gift Tax Purposes Practice AidEstate and gift case law listing From the archives: FVS Valuation Podcast episodes Valuations for Gift and Estate Taxes: Review and Best PracticesValuation Court - Key Takeaways from Recent CasesValuation of Prince’s Estate LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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