Planning for Sunset without Bankrupting your Client
Stephen Bigge will explore tax-smart gifting strategies ahead of the 2025 exemption sunset, helping advisors use tools like SLATs and private annuities without compromising client liquidity or long-term financial stability.
8:30 AM - 9:20 AMThu
Main Stage (Octavius 11 - 25)
Speakers
Stephen J. Bigge
Partner
Keebler & Associates
Documents
Planning for Sunset Steven Bigge Materials