Estate Planning After OBBBA
Your high-net-worth clients made irrevocable gifts based on the fear of the 2026 "sunset." The One Big Beautiful Bill Tax Act (OBBBA) rewrote the entire playbook by making the high exemption permanent. This seismic shift means their prior aggressive tax planning may now be inefficient, over-complicated, or sub-optimal for basis step-up. You are faced with the immediate, ethical obligation to recalibrate their entire estate strategy. This CLE provides the definitive, technical road map to move beyond basic tax minimization and pivot to new strategies to deliver unprecedented wealth preservation and income tax efficiency. Register today!
- Identify non-compliant formulaic trust clauses that must be immediately amended.
- Conduct a basis audit check to advise clients on which highly appreciated assets must remain in the estate.
- Discuss when non-grantor trusts are a prudent choice of planning tool.
- Integrate the new tax stability with IRA/401(K) distribution rules.
- Maximize the benefit of using passthrough entities for QBI deduction.
Original: $99.00
-65%$99.00
$34.65Estate Planning After OBBBA
Your high-net-worth clients made irrevocable gifts based on the fear of the 2026 "sunset." The One Big Beautiful Bill Tax Act (OBBBA) rewrote the entire playbook by making the high exemption permanent. This seismic shift means their prior aggressive tax planning may now be inefficient, over-complicated, or sub-optimal for basis step-up. You are faced with the immediate, ethical obligation to recalibrate their entire estate strategy. This CLE provides the definitive, technical road map to move beyond basic tax minimization and pivot to new strategies to deliver unprecedented wealth preservation and income tax efficiency. Register today!
- Identify non-compliant formulaic trust clauses that must be immediately amended.
- Conduct a basis audit check to advise clients on which highly appreciated assets must remain in the estate.
- Discuss when non-grantor trusts are a prudent choice of planning tool.
- Integrate the new tax stability with IRA/401(K) distribution rules.
- Maximize the benefit of using passthrough entities for QBI deduction.
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Your high-net-worth clients made irrevocable gifts based on the fear of the 2026 "sunset." The One Big Beautiful Bill Tax Act (OBBBA) rewrote the entire playbook by making the high exemption permanent. This seismic shift means their prior aggressive tax planning may now be inefficient, over-complicated, or sub-optimal for basis step-up. You are faced with the immediate, ethical obligation to recalibrate their entire estate strategy. This CLE provides the definitive, technical road map to move beyond basic tax minimization and pivot to new strategies to deliver unprecedented wealth preservation and income tax efficiency. Register today!
- Identify non-compliant formulaic trust clauses that must be immediately amended.
- Conduct a basis audit check to advise clients on which highly appreciated assets must remain in the estate.
- Discuss when non-grantor trusts are a prudent choice of planning tool.
- Integrate the new tax stability with IRA/401(K) distribution rules.
- Maximize the benefit of using passthrough entities for QBI deduction.
