The Impact of OBBBA on Trusts and Estates: New Planning Opportunities
Permanence of the Higher Exemption, Increased SALT Cap, Sec 1202 QSBS, Itemized Deductions
A live 110-minute CPE webinar with interactive Q&A
This webinar will discuss how recent changes under the One Big Beautiful Bill Act (OBBBA) impact trusts and estates. Our panel of notable trust and estate veterans will explore opportunities presented by the Act to minimize income tax and transfer taxes.
Outline
- Impact of OBBBA on trust and estates
- Permanence of the higher unified estate and gift tax exemption
- Increased SALT deduction limits
- 199A QBI deductions
- Section 1202 QSBS
- Itemized deduction limitations for estates and trusts
- Grantor trusts and OBBBA
- Planning strategies
Benefits
The panel will cover these and other critical issues:
- Incorporating new OBBBA provisions in trust and estate plans
- The impact of OBBBA on grantor trusts
- Itemized deduction limitations for estates and trusts
- Utilizing Section 1202 Qualified Small Business Stock to minimize tax
Faculty
Griffin H. Bridgers
Member
Hutchins & Associates
Mr. Bridgers' practice encompasses all areas of private wealth and family business. In addition to estate... | Read More
Mr. Bridgers' practice encompasses all areas of private wealth and family business. In addition to estate planning and estate administration, he is experienced in mergers and acquisitions, taxation, business transactions, franchising, commercial contracts, asset protection, executive compensation, employee benefits, qualified and non-qualified retirement plans, and nonprofit organizations. Mr. Bridgers counsels closely-held and family businesses, and nonprofit organizations, with their planning, succession, and liquidity needs in a variety of industries including tech, restaurant and retail, healthcare, manufacturing, construction, real estate, financial services, consulting, and professional staffing.
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Tim Harden, CPA
Tax Senior Manager
Gatto Pope & Walwick
Mr. Harden works with estates, trusts, and individuals to provide tax-saving strategies and compliance... | Read More
Mr. Harden works with estates, trusts, and individuals to provide tax-saving strategies and compliance services. He has an extensive background in the field of trust, estate, and gift tax, including probate, asset protection, and complex trust and estate planning with tax compliance. Prior to shifting his focus to public accounting, Mr. Harden practiced as an attorney in this area for roughly 16 years. He is a CPA licensed in California and Michigan. Mr. Harden holds undergraduate and law degrees from the University of Michigan and a Master of Laws (LL.M.) in Taxation from Wayne State University. He is a member of the AICPA, CalCPA, MICPA, and the State Bar of Michigan, and he is admitted to practice before the U.S. Tax Court.
CloseEarly Discount (through 10/24/25)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
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NASBA details.
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Early Discount (through 10/24/25)
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CPE On-Demand
