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

Instructor

Steve
Siegel

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.

Learning 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.

Major Topics

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

CPE Credits Available

1.5 CPE Credit

1.5: Specialized Knowledge

Things to Know About This Course

Course Level

Intermediate

Prerequisites

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

Intended Audience

CPAs in public practice or industry Tax advisers and planners CPA personal financial planners Firm leaders seeking to enhance advisory services Non-CPA financial advisers