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What is Not Taxable Today Might Be Taxable Tomorrow

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Counting Down to 2026: Will We Keep the $10 Million Estate Tax Exemption?

The Tax Cuts and Jobs Act introduced a significant increase in the federal estate tax exemption. However, the countdown has begun for the potential sunset of this generous exemption. Read more to find out the history and possible future for the estate tax exemption.

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Case Study: Clients Who May Need Your Help with Estate Tax Planning

Your clients and their loved ones may be exposed to future estate tax burdens, and the time to act on the sunsetting Tax and Jobs Act is now. Find out who you should be reaching out to about this impending deadline.

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Clients Who Need to Think About Estate Tax Changes

Certain clients, including business owners, farmers, and those with large investment portfolios, may need to reevaluate their estate plans this year. Read more to explore planning considerations for these clients.

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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.

You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.