AGENDA

The One Big Beautiful Bill (OBBB) is one of the most significant tax law changes in recent years. This timely CPE session will provide a practical review of the legislation, its impact on individual and business taxpayers, and the planning opportunities created by the new rules.

The session goes well beyond a legislative update to focus on what matters most—helping clients legally reduce income taxes while building and preserving wealth. We'll explore practical strategies that can be implemented immediately, along with sophisticated planning techniques designed for business owners and high-net-worth families.

Topics will include advanced tax-efficient investment strategies such as Direct Indexing, charitable planning, business succession and exit planning, and Private Placement Life Insurance (PPLI) as a powerful tax-efficient wealth accumulation and estate planning tool.

Whether your clients are looking to minimize taxes today or position themselves for long-term success, you'll leave with actionable ideas that can immediately enhance the value you deliver and strengthen your role as a trusted advisor.

*Direct Indexing strategies are subject to certain risks, including, portfolio tracking error, which is a portfolio’s deviation from the performance of the target market index. This can be caused by the strategy’s representative sampling methodology and client portfolio customization.

The risks of a Private Placement Life Insurance policy in connection with the investment accounts include the risks of investing in the underlying securities selected by the investment accounts. When a policy owner invests in the investment accounts, the policy owner is assuming the entire risk of an investment in the underlying securities, including the risk of loss of the entire principal. There is no guaranteed minimum account value. Private Placement Life Insurance is designed for sophisticated investors and is generally offered only to persons who meet applicable private-placement eligibility requirements, which may include being an accredited investor under the Securities Act of 1933 and/or a qualified purchaser under the Investment Company Act of 1940. Investors should consult offering documents for specific eligibility requirements.

Past performance is not indicative of future results. The value of investment accounts may fluctuate and can be worth more or less than the amount invested.

Tax planning is becoming one of the most valuable services CPAs can provide, but it depends on complete, accurate data. This session explores how AI and automation improve efficiency, uncover opportunities, and strengthen client relationships. Learn how TaxStatus delivers IRS-verified financial data in minutes, helping CPAs identify assets, income sources, and tax issues. Discover how combining verified data with AI enables more proactive, year-round tax planning with greater confidence. 

Join us for a CPA-focused discussion on the evolving landscape of exit planning. As trillions in business value are expected to change hands, advisors have an opportunity to play a more strategic role. Learn a customized framework that aligns business, personal, and financial planning, helps uncover value enhancement opportunities, prepares clients for successful transitions, and positions you as a trusted advisor throughout the exit planning process.

This presentation prepares advisors and their end clients with an understanding of HSA basics, debunking common misconceptions, and reviewing use cases to demonstrate the unique benefits of HSAs relative to other investment vehicles.