Tax

FastTrack

4.32

What Estate Planners Need to Know About the Big Beautiful Tax Act

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 28 minutes
Paul Jones
With Paul W. Jones from Hale | Wood pllc
Recorded August 27, 2025.
Product ID 101391

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Overview

Take Advantage of the New Opportunities BBB Act Brings

The One Big Beautiful Bill Act (OBBBA), signed into law in July, has brought long-awaited clarity on TCJA sunset and a plethora of new tax changes to consider when crafting estate plans. Our faculty share their takeaways and analysis of how the new law impacts major aspects of estate and tax planning and discuss common pitfalls to avoid. Stay current - register today!

  • Get an update on the coming federal tax rates and exclusion amounts.
  • Discuss how OBBBA's business tax provisions will shape the practice.
  • Prepare for the likely changes Medicaid cuts will bring to health care and nursing home planning.
  • Get an update on individual tax provisions your clients will want to consider.

Abbreviated Agenda

  1. Sunset Averted: TCJA Provisions That Are Staying
  2. Individual Tax Provisions to Consider
  3. Business Tax Provisions Estate Planners Need to Know
  4. Changes to Medicaid and Their Effects on Long-Term Care Planning

Related Topics

Product ID 101391

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What Estate Planners Need to Know About the Big Beautiful Tax Act

    1. Sunset Averted: TCJA Provisions That Are Staying
    2. Individual Tax Provisions to Consider
    3. Business Tax Provisions Estate Planners Need to Know
    4. Changes to Medicaid and Their Effects on Long-Term Care Planning

Who Should Attend

This legal tax update is designed for attorneys. Accountants, tax professionals, wealth planners, fiduciaries, and paralegals will also benefit.

Speakers

Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale | Wood pllc, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah and his Masters of Prof. Accountancy degree from Weber State University.

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