2026 Changes to Estate and Gift Tax Limits May Impact Your Current Estate Plan  

FinanceForward

Topics:CPA FirmsEstate PlanningExpertise
Estate Planning

2026 Changes to Estate and Gift Tax Limits May Impact Your Current Estate Plan  

by

When contemplating estate planning, it’s important to be aware of estate and gift tax limits. In 2023, the amount an individual can gift within their lifetime (or upon their death), without tax consequences, is $12.92 million. This is an $860,000 increase from 2022. The amount typically increases each year based on inflation. The current “high”Read More
CPA Firms and Expertise

5 Things to Know Before You Hire a CPA Firm