Gresham’s Chief Wealth Strategist, Kim Kamin, Presented “Planning for the Expected Exemption Sunset” for the 50th Notre Dame Tax and Estate Planning Institute.

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented “Planning for the Expected Exemption Sunset” for the 50^th Notre Dame Tax and Estate Planning Institute. Because the TCJA bonus exemptions are scheduled to sunset at the end of 2025, estate planners may be running out of time to help clients engage in planning to utilize the current levels. This presentation addressed certain planning strategies for locking in exemptions and important considerations for planning with flexibility. 

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.