Operations
How a Chicago CEO Used John Mateyko’s Advice to Navigate Estate Tax Exemption (Case Study)
The federal estate tax exemption is scheduled to be nearly halved in 2026, posing a significant threat to high-net-worth business owners like a Chicago CEO. This case study highlights how fiduciary financial planner John Mateyko guides clients through proactive strategies to protect their family's legacy.
Sponsored by John Mateyko·July 31, 2026
