SaaS for Monitoring Lifetime Gift & Estate Tax Exemption Utilization

SaaS for Monitoring Lifetime Gift & Estate Tax Exemption Utilization In a rapidly evolving tax landscape, estate planning has become increasingly complex—especially for high-net-worth (HNW) individuals with multi-generational wealth strategies. One of the most critical tools in the wealth transfer toolkit is the federal lifetime gift and estate tax exemption, which currently allows individuals to transfer millions of dollars without immediate tax consequences. However, with exemption amounts set to sunset or be adjusted in 2026, and with aggressive IRS auditing on the rise, proactive monitoring is essential. This is where SaaS (Software-as-a-Service) platforms come into play, helping families and advisors accurately track exemption usage, simulate tax impacts, and ensure compliance with IRS thresholds. 📘 Table of Contents What Is the Lifetime Gift & Estate Tax Exemption? Why Monitoring Exemption Usage Matters Key Features of SaaS-Based Monitoring Tools...