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How Dealers Can Prepare for the 2025 Estate & Gift Tax Exemption Sunset
August 28 @ 11:00 am – 12:00 pm EDT
Presenters
Buddy Dearman, Troy Farmer, William Mustian, Tara Thomas
Now is the time for dealership groups across auto, machinery and equipment, and commercial truck niches to plan the next steps for their dealership. As the sunsetting of the 2025 estate and gift tax exemption draws nearer, dealers must understand the general legislation and the tax outcomes for different succession plans. Join Forvis Mazars for insights on what dealership groups should consider when planning their succession strategies and tax structures, along with the next steps involving OEMs, professional service organizations, and more.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe a high-level overview of the sunsetting of the estate and gift tax exemption and its importance.
- Identify several strategies to consider during succession planning.
- Explain basic tax outcomes, valuation considerations, and greater implications for succession plan strategies.
CPE Information
1.00 CPE Credit (pending approval)
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
