Publications
The Trump Administration’s Estate Planning Proposals
The Need For Proactive Estate Planning
While the Trump administration’s proposals have not yet been enacted, they signal a potential shift in how wealth transfer is taxed in the U.S. estate planners and their clients must stay informed and prepared to adjust their strategies based on legislative developments. Whether through permanent estate tax repeal, capital gains tax changes, or other tax reforms, the future of estate planning is evolving, requiring a proactive and flexible approach now, rather than in the last few weeks of 2025.
Treasury’s 2024-2025 Priority Guidance Plan
The 2024-2025 Priority Guidance Plan signals an aligning tax policy with economic, social, and environmental priorities. It seeks to streamline tax administration, promote taxpayer compliance, and adapt tax regulations to evolving economic landscapes. By integrating public feedback and addressing emerging challenges, the Treasury and IRS aim to create a more responsive, resilient, and inclusive tax system.