Join Alan Gassman and Brandon Ketron for a comprehensive, efficiently delivered webinar covering the primary provisions of the Big Beautiful Tax Act—along with immediate and long-term planning considerations. This presentation includes a robust outline of what practitioners in the trenches need to know, explain, and implement for clients to take full advantage of the new opportunities.
Many estate, corporate, and financial plans will need to be revised to account for the changes under this new law. Alan, Brandon, and the team at Gassman, Denicolo & Ketron, P.A. have been working day and night to make this the best presentation possible.
Topics covered will include:
- The reality of a $15 million estate tax exclusion and unwinding that must occur to accommodate the best income tax basis on death and asset protection planning.
- An understaffed IRS with a possible swing back to the Democrats in 2028.
- New permanent Section 199A rules that make intergenerational business structuring more attractive than ever.
- Exciting opportunities from 100% deductions for Section 168 and 179 property—and how to plan for acquisitions and possible future personal use of fully deductible assets.
- Employer guidance on handling employees who receive tip income, overtime, and limitations thereon.
- Adjusted gross income planning for families with children eligible for the $2,200 childcare credit and other phased out tax reductions.
- New charitable donation limitations and strategic use of Section 643(c) charitable trusts and other techniques.
- What SALT remains in the wounds and which limitations have been removed for state and local tax deductions.
- Preparing for January 6, 2029.
And much more...
