The Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemption from $5.6 million to $11.18 million for individuals, with adjustments for inflation starting in 2018. For 2023, the...more
11/21/2023
/ Biden Administration ,
Capital Gains ,
Compliance ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Financial Services Industry ,
Gift Tax ,
Gift-Tax Exemption ,
Gifts ,
High Net-Worth ,
New Legislation ,
Proposed Legislation ,
Regulatory Reform ,
Risk Management ,
Tax Cuts and Jobs Act ,
Tax Increases ,
Transfer Taxes ,
Wealth Management