The Inflation Reduction Act Creates Urgency for Clients to Make Large Gifts

7 Dec

Guest contributor Jon Whitacre, JD, CLU, ChFC, is director, advanced sales, Crump Life Insurance Services.

The Inflation Reduction Act of 2022 was signed into law on Aug. 16. This new law’s provisions — along with the forthcoming sunset of the gift tax exemption levels that were part of the 2017 tax reform law — make this an attractive time for high net worth clients to consider making large gifts. More>>

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