CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE Blog

5 min read

With the current federal estate tax exemption at $13,990,000 per individual in 2025, it’s a common misconception that estate planning is only for wealthy clients. Smart practitioners recognize that comprehensive estate planning encompasses gift tax strategies, state-level considerations, business succession planning, and family wealth preservation techniques that benefit clients across all income levels. Estate planning […]

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As tax professionals, we understand the importance of maintaining high standards of expertise and professionalism

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