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DTSTART:20251119T123000Z
DTEND:20251119T140000Z
LOCATION:The Bucks Club, 2600 York Rd., Jamison, PA 18929
UID:2807420251119T123000ZBreakfast Program - H.R.1 (OBBBA 2025): Part 1 - Estate Planning and Tax Strategies
DTSTAMP:20260502T132906Z
DESCRIPTION:\n \n \nOne Big Beautiful Bill Act of 2025: Estate planning and tax strategies\n \n \n \nAgenda\n \n7:30 am- 8:00 am Networking\n \n8:00 am- 9:00 am Buffet Breakfast and Program\n \n \n \nProgram Overview\n 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  \n \n \nLearning Objectives\n \nStephen 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.\n \n \n \n \n \n\n \nAbout Stephen Slade, CPA, Partner\n \nWith over 20 years of experience, Steve leads the tax practice at [Wouch Maloney CPAs & Business Advisors](https://wm-cpa.com/). 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.  \n  \n ------\n\nOne Education Credit (PA Only) for CLE, CFP, and CPA will be offered.\n \n \n
SUMMARY:Breakfast Program - H.R.1 (OBBBA 2025): Part 1 - Estate Planning and Tax Strategies - Bucks County Estate Planning Council 
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DESCRIPTION:Reminder
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