January 1, 2026, and the scheduled termination of President Trump’s Tax Cuts and Jobs Act TCJA is fast approaching. Unless 60 senators affirmatively vote otherwise, the TCJA will sunset, leaving us with higher income taxes and lower estate tax exemptions.  Opportunities exist right now to assist your clients that may not be available in coming years. Due to the depressed stock market, declining or stagnant real estate values, high interest rates, a looming recession and possible future legislative action, we believe the time is now for families of means to transfer and protect assets before the estate tax exemptions change and income tax rates increase.  We’ll cover the intricacies of using or leveraging the existing $13 million exemption for the benefit of very high-net-worth families.

The deadline to register is Wednesday, March 8.

Fill out the form below, or download the form here to email or fax it over to us.