Estate & gift tax exemption raised to $15M. Protect your legacy now

Series Episode 05 | One Big Beautiful Bill

Attention business owners: significant estate and gift tax update!

Thanks to the One Big Beautiful Bill Act, signed into law on July 4, 2025, the federal estate and gift tax exemption has been permanently increased to $15 million per individual e $30 million for married couples, adjusted for inflation starting on January 1, 2026.

Why this is a game changer:
In 2025, the exemption stands at $13.99 million, but was set to drop to approximately $6.4 million in 2026 without this change.
Now, instead of the drop, the exemption increases to $15 million and will continue to rise with inflation.
Whether transferring a business, real estate, investments, or making lifetime gifts, you can now protect millions more in assets, fully exempt from federal estate tax.

Ready to safeguard your legacy?
Schedule a personalized consultation with Leader CPA today.