Episode Details
Back to EpisodesUnderstanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
Season 1
Episode 124
Published 8 months ago
Description
The One Big Beautiful Bill Act (OBBBA) recently introduced substantial changes in the realm of estate and gift tax planning. These changes present new opportunities for taxpayers. The legislation modifies critical aspects of the estate tax exclusion, making long-term planning both more urgent and more strategic for affluent taxpayers.