Breakfast Program - H.R. 1 (OBBBA 2025): Part 1 - Estate Planning and Tax Strategies
One Big Beautiful Bill Act of 2025: Estate planning and tax strategies
Agenda
7:30 am- 8:00 am Networking
8:00 am- 9:00 am Buffet Breakfast and Program
Program Overview
- Highlights of the OBBBA
- Review of business tax provisions (including TCJA, SALT, QBI)
- Changes and impacts:
- Tax Cuts and Jobs Act (TCJA)
- Sunset provisions
- Basis step-up
- Federal estate and gift tax exemption per individual
- Long-term gifting strategies
- Generation skipping
Learning Objectives
Stephen Slade, CPA, will provide a tax update focusing on estate planning and tax strategies to be aware of after the passage of the One Big Beautiful Bill Act (OBBBA) of 2025.
About Stephen Slade, CPA, Partner
With over 20 years of experience, Steve leads the tax practice at Wouch Maloney CPAs & Business Advisors. He has a deep understanding of tax law and works closely with business owners and high-net worth individuals with estate planning, business succession planning and long-term planning. Steve is a past president of the Bucks County Estate Planning Council. He graduated from the Fox School of Business at Temple University with a double major in Accounting and Risk Management.
One Education Credit (PA Only) for CLE, CFP, and CPA will be offered.
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