Western CPE Blog
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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Note: Western CPE has no affiliation with Global CPE and has not acquired them. We
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