Wipfli logo

Prepare for the sunset of the gift and estate tax exemption

Egan_Fran
3 min read

Author(s)

Francis P. Egan
CFA, ASA, Senior Manager, Valuation Litigation and Transaction Services
Liza Mahar
INDIVIDUAL TAX PLANNING

Prepare for tax season with actionable tips and strategies to optimize your savings.

Watch on-demand webcast

TOP PICKS

4 essential strategies for construction succession planning
Revisit valuation and business transitions before key tax law changes
06/25/2024
Debunking 5 common estate planning myths