Join our essential tax course on Form 706 and learn how to navigate the upcoming changes from the Tax Cuts and Jobs Act, set to expire in 2026. With the lifetime exclusion poised to halve, understanding how to file for Portability of the Deceased Spouse Unused Exemption is crucial for safeguarding your clients’ estates. Don’t miss this opportunity to ensure you’re providing malpractice protection and optimal tax planning strategies! Discussion Leader: Larry Pon
