Plan early! The Tax Cut and Jobs Act (TCJA) significantly increased the estate tax exemption and there is uncertainty around whether it will be extended or modified. It's recommended to plan early and not wait until the last minute to ensure all necessary legal and valuation work can be completed in time.

Greg Saunders and Lisa Cribben explore the complexities of estate planning and valuation, emphasizing the importance of early and continuous planning. They discuss various strategies to manage and reduce estate taxes, the critical role of valuation appraisers, and the potential impact of upcoming changes in tax laws.

Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPA Host: Gregory Saunders, CPA/ABV, Sr. Manager, Keiter CPAs

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2024 AICPA & CIMA Forensic & Valuation Services Conference - for purchasesession: Estate Planning with The Anticipated Change in 2025also available full conference package

Exclusive content – Free for FVS Section members: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

• FVS Toolkit for Estate and Gift
• Business Valuations for Estate and Gift Tax Purposes Practice Aid
• Estate and gift case law listing

From the archives: FVS Valuation Podcast episodes

• Valuations for Gift and Estate Taxes: Review and Best Practices
• Valuation Court - Key Takeaways from Recent Cases
• Valuation of Prince's Estate

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at [email protected]