One Big Beautiful Bill: Private Client and International Planning Provisions

It is big, but is it beautiful? If that is a question you have on the new tax law, this is a program not to be missed. Let this presentation provide you with a solid understanding of the One Big Beautiful Bill, with a particular emphasis on provisions relevant to private clients and international planning.

Like it or not, beautiful or not, it is likely to remain the law for the next several years and your clients will be asking how it impacts their personal situations. The presenters will emphasize the material provisions, planning opportunities, and pitfalls presented by the Act, and the application of the law to common client situations. So, this program will be instrumental in taking your understanding of the provisions and impact of the new law to greater heights headed into 2026.