2021 Proposed Tax Reform: Estate Planning
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2021 Proposed Tax Reform: Estate Planning

3 months ago · 2.2 MB Download



On September 13th, the House Ways & Means Committee released draft legislation that included reverting the estate tax exemption to pre-TCJA levels in January 2022. You can use these in-depth slides to follow along with Bob Keebler’s podcast, The use it or lose it situation with the estate tax exemption. These slides include the following topics related to 2021 proposed tax reform.

  • Estate exemption reduction math

  • The special valuation rules for farms

  • Significant changes proposed to the taxation of grantor

Download the 2021 Proposed Tax Reform: Estate Planning

File name: 20211001-tax-reform-estate.pdf

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