Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason

In the latest episode of The Practical Planner, Anne Rhodes and Thomas Kopelman sit down with Chris Nason, a partner at McDermott Will & Emery LLP and a Trust and Estate Planning teacher at Stanford University. Chris provides a deep dive into The Tax Cut and Jobs Act of 2017, sharing insights on how advisors can craft effective estate planning and tax strategies before its benefits sunset at the end of 2025.

Don’t miss out on this valuable discussion to help you stay ahead in advising your clients.

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