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The impact of OBBBA on year-end planning for high-net-worth individuals
November 18, 2025 @ 2:00 pm – 3:00 pm EST
Free
1 CPE credit
Key takeaways
With the recent passage of the budget reconciliation bill H.R. 1, commonly referred to as the One Big Beautiful Bill Act (OBBBA), new considerations have emerged for individual tax and wealth planning. While personal goals remain central to year-end planning, OBBBA’s income and wealth transfer provisions may reshape key discussions. We’ll discuss:
- Navigating upcoming tax policy discussions
- Identifying potential individual income tax provisions while anticipating future changes
- Assessing tax and succession planning issues related to wealth transfers
