The once-generous estate and gift tax exemptions set by the Tax Cuts and Jobs Act (TCJA) are due to sunset on December 31, 2025.
Is your estate plan ready for the challenge?
In this episode, Kyle Malmstrom, Managing Director, and Christopher Hyman, Director of Insurance Solutions, refer to strategies to reduce the estate tax liability that may significantly increase for many high-net-worth families after the TCJA expires.
Kyle and Chris discuss:
Connect with Kyle Malmstrom:
Connect with Christopher Hyman:
Connect with Centura Wealth Advisory:
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Centura Client Experience: Exiting a Business (Ep. 78)
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast