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Insights

Recent Insights

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Podcast

January 23, 2025

24:31

Speakers: David Nissen, Drew Hinnant

Learn essential exit strategies for closely held businesses. Discover tips on ownership transitions, unlocking value, and securing your financial future.

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Article

December 20, 2024

In 2025, the federal estate tax exemption is $13.99M per individual ($27.98M per married couple). Learn how TCJA’s expiration could affect this limit.