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 leaders Duncan Campbell and Ed Drake along with 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 leaders Duncan Campbell and Ed Drake for casual conservations featuring private wealth professionals. Don’t miss the next event!
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