Explore the latest developments in individual and estate tax planning following the 2025 tax reform and the One Big Beautiful Bill. In this Tax Horizons webinar, Cherry Bekaert’s Private Client Services leaders break down critical changes that impact high-net-worth individuals, business owners, and families planning for the future.
What You’ll Learn:
- Estate and gift tax exclusion increase to $15 million
- AMT exemption and deduction limitations
- Trust income tax strategies and planning
- New rules for charitable contributions and itemized deductions
- Expanded standard deduction and “in-between” deductions
- Trump accounts vs. 529 plans for minor savings
- Qualified Opportunity Zones and QSBS updates
- Tax credits, including child tax and scholarship grant credits
- Planning tips for bonus depreciation, tips, and overtime income
Ideal for financial advisors, estate planners, tax professionals, and individuals building or preserving generational wealth.
Catch up on every session in our Tax Horizons webinar series to stay informed on key tax changes following the 2025 Reconciliation Bill — perfect for professionals planning ahead in a shifting tax landscape.
- Beyond the Bill: Tax Insights for the 2025 Reform
- Tax Credits & Incentives Unlocked: R&D, Bonus Depreciation, and Energy Tax Opportunities
- Business Tax in Motion: Navigating Key Corporate and PTE Developments
- New Global Playbook: International Game Changers
- From Capitol to County: State & Local Tax in Focus
