The One Big Beautiful Bill Breakdown: Estate and Gift Tax Exemption Amount
Cory joined Warren Averett in 2016 and is a Senior Manager in the firm’s Estate & Trust Division. He has 10 years of public accounting experience. Cory specializes in the preparation and review of high-net-worth estate and gift tax returns, wealth transfer and planning, and the preparation and review of several types of income tax returns, including individuals, trust, estate and family partnerships. He also works closely with estate planning attorneys to accomplish trust funding and administration on behalf of mutual clients. Cory resides in Vestavia with his wife and two children.