Breakout Session

High-end Planning for "Claw Back:" What Happens in 2025?

Level of Complexity: Overview

Speaker(s)

• 

  Randy Gardner, JD, LLM, MBA, CPA, CFP(R), RLP(R)

  Founder
  Goals Gap Planning, LLC

The Treasury Department has addressed claw back, opening the door to estate planning maneuvers for the next seven years. What are your clients doing? What suggestions are you offering?

Learning Objectives:

• Describe the Treasury Department's solution to claw back.
• Identify advanced tax strategies which our high-wealth clients can use.
• Describe the short- and long-term consequences of the use of these strategies.