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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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Overview of Federal and New York Estate Tax

For the majority of tax paying individuals, federal estate tax will not be an issue for them while the Tax Cut and Jobs Act of 2017 legislation is still in place. It is recommended that individuals review their estate planning documents to make sure they still achieve a desirable goal in light of the new laws.

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Will Gifts Now Harm Estates After 2025?

Tax reform virtually doubled the unified gift-estate exclusion for years 2018 through 2025. This has caused concerns related to what the tax consequences will be for post-2025 estates if the decedent, while alive, had made gifts during the 2018-through-2025 period utilizing the higher unified gift-estate exclusion.

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