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Podcast

September 10, 2024

18:41

Speakers: Marci Spivey, Michael G. Kirkman

Learn how the federal estate and gift tax exemption sunsetting in 2025 impacts your assets and why early estate planning is crucial to minimize future tax.

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

Report

June 18, 2024

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Case Study

February 19, 2024

Discover how Cherry Bekaert helped a real estate business in proactive estate planning, securing their family assets amidst tax changes.

Article

January 19, 2024

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

Article

June 15, 2023

Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will sunset after 2025. Learn how to prepare now.

Article

January 9, 2023

SECURE Act 2.0 covers changes to retirement provisions designed to increase retirement savings. In this summary, we highlight key provisions that will take effect in 2023 & 2024.

Podcast

January 3, 2023

14:09

Speakers: Michael G. Kirkman, Deborah Walker

Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.

Alert

October 11, 2021

Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.