Navigating the Sunset: Estate Tax Exemption Changes in 2026
Includes a Live Web Event on 06/26/2024 at 12:00 PM (MDT)
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Register
- Non-member - Free!
- Member - Free!
Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape. Don't miss this opportunity to equip yourself with the knowledge and tools necessary to navigate the shifting tides of estate tax regulations and safeguard your clients' financial legacies.
- By the end of the presentation, the participant will understand the implications of the Estate Tax Exemption Sunset and what that means for your clients.
- Explore tools and strategies that can benefit families with estate tax issues
- Be empowered to have dynamic conversations with your clients about the estate tax exemption
Tiffany House, CAP, CEPA
President and CEO
Gift Planning Institute and Tax & Estate Strategy, LLC
Tiffany House is a Chartered Advisor in Philanthropy (CAP®), Certified Exit Planning Advisor (CEPA) and President and CEO of the Gift Planning Institute and Tax & Estate Strategy, LLC. She is passionate about inspiring donors to accomplish more through giving tax advantaged assets and creating a legacy that allows for win-win outcomes. Her past experience of being financial advisor and helping wealthy clients create a master game plan that incorporated their ethical and financial legacy gives her a unique approach to gift planning.
John Cullum, CFP®
American Heart Association
John Cullum, CFP® is with the American Heart Association based in Birmingham, AL, and serves the southern states as Senior Charitable Estate Planning Advisor. After a 35-year private banking and trust career, John, a Certified Financial Planner ®, took early retirement and decided to do something that would make a difference. He worked in college fundraising and has dedicated the last eight years to the American Heart Association, where he collaborates with professional advisors to connect the philanthropy of their clients with the mission of the association. Throughout his career, he has served on numerous philanthropic boards.
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