INSTANT DOWNLOAD: “American Housing and Economic Mobility Act 2024”

BREAKING NEWS:The Harris Campaign Releases Economic Agenda with
Radical Changes to the Transfer Tax System!

What Every Estate Planner Needs to Know (and What to Do About It!)

Vice President Kamala Harris released her economic agenda in her first major policy speech, giving some general insight into her tax priorities, with a promise of more details to come in the weeks ahead. She included a plan to lower housing costs that would be funded with will be funded by using Senator Warren’s American Housing and Economic Mobility Act of 2024.  Warren’s Mobility Act represents a radical reconfiguration of the transfer tax system.

Whether you’re an attorney, financial advisor, CPA or other estate planning professional, it’s critical that you know how these proposals impact the planning techniques that you’ve traditionally implemented for clients.  With the current rules sunsetting at the end of 2025, there are things you need to be doing to help your clients right now!

This is why we have turned to three of the nation’s leading tax and estate planning experts, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Martin M. Shenkman J.D., CPA, MBA and Jonathan G. Blattmachr, Esq. to put together this very timely presentation entitled “The American Housing and Economic Mobility Act of 2024”.

During this 63-minute presentation, our expert team will review the following:

• Proposed reduction of the estate tax exemption amount to levels we haven’t seen in 15 years!
• A significant increase in the estate tax rates

• The implementation of a surtax on estates valued at over $1 billion
• The potential impact of new requirements for GRATs

• The essential end of the use of new grantor trusts
• Impose a generation skipping transfer tax on transfers to anyone three generations below the transferor of the trust

• Reducing the current $18,000 annual exclusion and limiting the total amount of annual exclusion gifts per donor
• A limit on discounts by reason of family control and the discount on the transfer of non-business assets

• Tax strategies clients and their advisors should be thinking about implementing right now!
• And much, much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.