Legislative updates to group of estate planning attorneys, trust officers, and financial advisors - focusing on recent legislative changes, primarily One Big Beautiful Bill, the Bessemer Trust summary is probably most on point but other resources have great information. Changes to estate and gift tax/ etc. Proving update regarding changes to tax code, needs to be informative presentation, maybe discuss how prior law compares to now. Additional research needed for recent changes to the Tenness
Legislative updates to group of estate planning attorneys, trust officers, and financial advisors - focusing on recent legislative changes, primarily One Big Beautiful Bill, the Bessemer Trust summary is probably most on point but other resources have great information. Changes to estate and gift tax/ etc. Proving update regarding changes to tax code, needs to be informative presentation, maybe discuss how prior law compares to now. Additional research needed for recent changes to the Tenness
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This lecture explores the Outline for a Better Business and Beneficiary Act (OBBBA), discussing its enactment context, alignment with the TCJA 2017 and Trump administration priorities, and its provisions for middle-class tax relief, business taxation, and education benefits. We delve into real-world examples, analyze economic impacts, and evaluate both achievements and criticisms of the Act, concluding with its projected legacy.