Estate Tax Rules – The Burns Firm – Advisors of Complex Financial Matters

It’s Time to Think About Today’s Favorable Gifts and Estate Tax Rules

September 25th, 2024|Categories: Accountant, Anti-Clawback Rule, Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Estate Tax, Gift Tax, Services, Tax, Tax Advisor, TCJA, Texas CPA|Tags: Anti-Clawback Rule, CPA Dallas, cpa near me, Dallas CPA, Estate Tax Rules, Gift Tax Rules, tax, tax advisor, TCJA, Texas CPA, The Burns Firm|

The Tax Cuts and Jobs Act (TCJA) dramatically increased the unified federal gift and estate tax exemption from $5.49 million in 2017 to $13.61 million in 2024. If you're married, [...]