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
Please share your thoughts about the episode - click here to leave us a review
Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com
RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit
https://fvssection.libsyn.com/fvs to access the show notes with direct links.
2024 AICPA & CIMA Forensic & Valuation Services Conference - for purchase
session: Estate Planning with The Anticipated Change in 2025
also 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
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.