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Countdown to Extinction - The expiration of the estate and gift tax exemption
The Financial Institution Insurance Council Presents
43 minutes 11 seconds
1 year ago
Countdown to Extinction - The expiration of the estate and gift tax exemption
This episode of FIIC presents titled “Countdown to Extinction” focuses on the estate and gift tax exemption that is scheduled to expire in Dec of 2025. This discussion features Mike Razkowski, the Lead Advanced Markets Attorney from Highland Capital. Mike discusses what’s likely to happen with the exemption during an election year, the call to action, the math of gifting, and the relationship development opportunity inherent in the discussions that should be had with clients.
The Financial Institution Insurance Council Presents
