Skip to Content

Category: Tax Planning

Transfer Tax Planning Basics

June 19, 2023 CSBB Blog

Transfer tax planning focuses on gift, estate, and generation-skipping transfer (“GST”) taxes, which are collectively referred to as “transfer taxes.”  The base transfer tax exemption amount is $10,000,000 ($12,920,000 million for 2023, as indexed for inflation).  Under current law, the base transfer tax exemption amount is set to reduce to…

Over 100 Awards & Recognitions