CPA EDUCATION PACKAGE
Federal Estate Tax Sunset & Estate Planning
Your clients look to you for sound advice about business structure, taxes, transitions and more. Choreo strives to provide timely content about topics that impact you and the high-net-worth individuals and those with long-term, generational wealth planning needs you serve. Positioned at the intersection of tax and wealth, Choreo advisors work with CPAs like you to help you get ahead and comprehensively serve your clients.
Learn More About the Federal Estate Tax Sunset (December 2025) & Estate Planning
The Federal Estate Tax Sunset Post-Election: Now What?
This 202-level content looks at the Federal Estate Tax Sunset, what the election results mean for it, and Choreo’s take on events.
Stepped Up (or Down) Income Tax Basis Illustration & Strategic Estate Planning Pyramid
Review this illustration to learn how Stepped Up (or Down) Income Tax Basis affects a client’s taxes in a situation like the Federal Estate Tax Sunset. As an added layer of education, use this pyramid as a reference if you notice that a client might have gaps based on how much wealth they have and how it relates to topics covered in events like the Federal Estate Tax Sunset.
If we can be of any additional service to you or your clients, don’t hesitate to reach out. If you’d like more information about how Choreo advisors’ partner with tax professionals and access to additional educational materials, please complete the form below and we’ll be in touch.