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    2023 Estate Tax Exclusion

    The 2023 federal lifetime unified estate and gift tax exclusion is $12,920,000 up from $12,060,000 in 2022. 

    In addition, the annual federal gift tax exclusion in 2023 is $17,000 per person per year, up from $16,000 in 2022.

    The 2023 New York estate tax exclusion is $6,580,000, up from $6,110,000 in 2022.  (There is no gift tax in New York State.) 

    If you have not already enrolled or taken our seminar, it is time to enroll for our upcoming seminars in January, so you’ll be fully prepared!  Register here

    The information provided herein is provided with the understanding that the author and publisher are not engaged in rendering legal, accounting or other professional service. As such, M + O = CPE, Inc. and the author disclaim any responsibility or liability for the information supplied herein or the application of said information.