New U.S. Tax Legislation – The One Big Beautiful Bill Act: How Are Private Clients Impacted?

Tax attorney Alan Granwell will moderate a STEP webinar panel featuring Private Wealth Services attorney Cindy Brittain analyzing how the newly enacted One Big Beautiful Bill Act will affect private clients, family offices and closely held businesses. Topics of discussion will include income tax changes applicable to individuals and companies, investment incentives for individuals, estate and gift tax exemptions, and planning opportunities for non-U.S. families. Attendees will gain a clearer understanding of the changes initiated by the new legislation along with the implications for their business operations, wealth management strategies and tax planning needs.