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The “Death Tax” Exemption to Decrease by 50% - What Does This Mean For You? - Virtual Presentation for LBM Journal

In this webinar hosted by LBM Journal and presented by Sam Brownell, CVA, CFA, MBA on June 4th, 2024, Sam discusses how the federal estate or “death tax” exemption is scheduled to be reduced by 50% on December 31, 2025, which can have significant implications for independent business owners, affecting their tax liabilities, net worth, succession plans, and overall financial planning strategies.

In this webinar replay, Sam answers questions such as:

  • How do I determine whether the estate tax will impact me?
  • What are strategies for protecting my net worth regardless of whether the estate tax is repealed?
  • Which is more important for me to plan for, the estate tax or the tax levied on the sale of my business?
  • What steps should I be taking right now to prepare for an uncertain future?

Watch the webinar replay here:

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