Recent Insights
Article
December 20, 2024
In 2025, the federal estate tax exemption is $13.99M per individual ($27.98M per married couple). Learn how TCJA’s expiration could affect this limit.
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.
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.
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.
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.