Family business estate planning

Estate planning changes are coming: are you prepared?

As we near the presidential election, many are wondering: what modifications will be made to the current $11,580,000 gift tax exemption? Will there be changes to the exemption sooner than the Dec. 31, 2025 sunset date? Will exemptions decline dramatically? Are valuation discounts on the chopping block?

Baker Tilly’s private wealth leader Duncan Campbell and Atwood & McCall’s James Atwood gave their unique perspectives on anticipated changes during this interactive discussion.

For more information or to learn how Baker Tilly specialists can help, reach out to your Baker Tilly professional or contact our team.

Join Baker Tilly’s private wealth leader Duncan Campbell for casual conservations featuring private wealth professionals. Don’t miss the next event!

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are wholly owned subsidiaries of Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC

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