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Estate Exemption Sunset Reminder

By Cooper Melvin, JD, CPA In 2026, the increased estate tax exemption is expected to revert to its pre-2018 amount of $5 million adjusted for inflation. It is expected to

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Estate Planning Alert

Contemplating the transfer of closely held family business interests? Consider making those gifts as soon as possible before new valuation rules are enacted. If you have been considering transferring your

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