“Don’t Let the Sun Go Down on Me” – Planning Ahead of Expected Exemption Decreases

ACTEC Annual Meeting Professional Planning
Phoenix, Arizona
March 7, 2024

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, co-presented Don’t Let the Sun Go Down on Me” – Planning Ahead of Expected Exemption Decreases at a professional program during the 2024 ACTEC Annual Meeting in Phoenix, Arizona.

The panel shared ideas about estate planning before the Tax Cuts and Jobs Act bonus exemptions expire at the end of 2025 and offered additional considerations for planning with flexibility.   

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