We generally don’t recommend making changes to your clients’ tax plans based on election predictions or potential future legislation. However, there are some potential “no-regrets” tax moves to consider before year-end. Learn what tax moves your clients’ should consider before year-end.

Under certain circumstances, gifting assets to older generations can be beneficial for estate and income tax planning purposes. Learn when this may be useful in your clients’ estate planning.

Portability is a tool that gives married couples flexibility in planning for potential federal estate tax exposure. Learn how your clients can inherit a tax exemption.

A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.