Rethinking Estate Planning After H.R. 1 for CPAs and Advisers

Overview

This webcast will focus on appropriate planning under H.R. 1, commonly known as OBBBA, for moderately wealthy and high-net-worth clients.

We'll cover planning for spouses and business owners, including recent key cases, as well as life insurance strategies. 

The session will also address the shift from traditional estate tax planning to estate, trust, and gift techniques that focus on income tax basis planning, which is now relevant for a broader range of clients.

Prerequisites

Fundamental knowledge of the new H.R. 1 tax bill, commonly referred to as OBBBA.

Objectives

• Distinguish the estate, gift, and trust changes included in H.R. 1.
• Determine the best overall approach to planning for clients at different levels of wealth.
• Analyze numerous specific planning techniques to decide which will work best for specific clients.

Highlights

• OBBBA, HR 1, estate planning, gifting, Trusts, UHNW clients, HNW, portability