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When: May 13, 2015 10:00AM
The American Taxpayer Relief Act, signed into law on New Year’s Day of 2013, has delivered much-needed stability for taxpayers planning to preserve their assets for future generations. For the foreseeable future, the federal estate tax and gift tax exemptions are made “permanent” at 2012 levels, indexed each year for inflation. In 2015, each person may leave or gift up to $5.43 million without owing estate or gift taxes.
Techniques are available for taxpayers with assets in excess of More...these thresholds to reduce or eliminate wealth transfer taxes. However, many of these techniques are maximized by the historically low interest rates that have been prevalent in recent years. If interest rates rise as expected, many of the opportunities available today will be lost.
Our webinar will include a discussion of the following topics:
If you are a dealer who has postponed business succession and estate planning, now is the time to act. We encourage you to join us to learn about this year’s opportunities.
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