Accounting Webcast: Estate Planning After OBBBA: Turning Theory into Practice- Drake- Sept 3 2026

Join Michael for a practical, example-driven exploration of how families—particularly those with wealth between $5 million and $30+ million—can position themselves to maximize wealth transfer, navigate the current regulatory environment, and prepare for potential future legislative changes. Attendees will gain actionable tools for developing client-specific estate action plans, including evaluating lifetime gifting options, strategically utilizing the increased exclusion amount, understanding trust structures designed for asset protection or wealth transfer, and implementing elections and filings essential to effective post-mortem planning. ==-== CPE Credit was only available for attendees of the live webcast. To see upcoming free CPE webcasts, visit https://www.cpapracticeadvisor.com/re...