In a time of economic uncertainty, evolving tax legislation, and volatile financial markets, understanding how to preserve and transfer wealth has never been more critical. This in-depth panel explored the intersection of estate planning and valuation strategies, focusing on how to help clients maximize asset transfers and minimize tax exposure in today’s complex landscape.
If you missed the session, you can access the recording here to learn more about the effect the One Big Beautiful Bill Act will have on planning, and better grasp how tariff uncertainty is affecting valuations.
Topics included:
Trends in Wealth Transfer
Impact of high interest rates and tax law changes on estate planning
Effective use of annual exclusion gifting, freezes, and valuation discounts
Strategies to shift appreciation out of taxable estates
Working alongside legal and financial advisors to implement holistic planning
Trends in Valuation
Impacts of tariffs on valuation
Impacts of the “One Big Beautiful Bill Act” on valuation
Trends in M&A and private equity that influence valuation strategy
