The OBBB Act reshapes the rules for individuals and high-net-worth taxpayers, from income taxation to estate planning. Permanent extensions and new provisions demand fresh strategies for preserving wealth, minimizing estate and income tax liabilities, and planning effectively. This session provides a clear and practical roadmap for individuals and the advisors who serve them.
Date: Tuesday, December 2nd
Time: 11:00 a.m. – 12:00 p.m. EST
CPE Credit: 1
CLE Credit: 1
Our Experts
Lauren Landolfi | CPA, MST | Shareholder
Christine Pronek | CPA, MST | Principal
Ryan Moore | CPA, CVA | Manager
