2026 is the first full year under the One Big Beautiful Bill Act’s (OBBBA) new rules for individuals, and several of them reward acting before December 31. New limits on charitable and itemized deductions, a SALT cap that phases down at higher incomes, and a permanent $15 million estate exemption all change how and when to give, recognize income, and transfer wealth. This session covers the year-end steps that reduce income and estate tax for individuals and the advisors who serve them.
Date: Monday, December 14
Time: 1:00 PM – 2:00 PM
CPE Credit: 1
CLE Credit: Approval Pending
Our Experts
Lauren Landolfi | CPA, MST | Shareholder
Christine Pronek | CPA, MST | Principal
Ryan Moore | CPA, CVA | Manager
WilkinGuttenplan, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
