OBBBA and NonGrantor Trust Planning Webinar

Join WG Shareholder Lauren Landolfi, CPA, MST, WG Shareholder Len Nitti, CPA, MST, WG Principal Christine Pronek, CPA, MST, and Shenkman Law estate planning expert Martin Shenkman, Esq., for an in-depth webinar on how the One Big Beautiful Bill Act (OBBBA) is reshaping income tax planning. This program will explore the use of non-grantor trusts for expanded tax planning opportunities now available as a result of “The OBBBA”. Topics include using non-grantor trusts for optimizing the Qualified Business Income (QBI) Deduction under IRC §199A and the potential capital gain exclusions available for Qualified Small Business Stock (QSBS) under IRC 1202. Additional areas of focus include planning for changes to the State and Local Tax (SALT) deduction and minimizing state income tax exposure.