Private Wealth Under OBBB: What Advisors and Clients Need to Know

Please join Holland & Knight attorneys for a webinar to brief the private client community on pertinent tax provisions of the One Big Beautiful Bill Act (OBBB).

Signed into law on July 4, 2025, the OBBB introduced significant changes to the U.S. tax code and contains numerous tax provisions impacting private clients, family offices and closely held companies.

Topics will include:

• income tax changes applicable to individuals
• the new, permanent $15 million estate and gift tax exemption and planning opportunities
• favorable business income provisions for individuals and companies, as well as related planning opportunities
• international tax provisions applicable to private clients
• planning opportunities for non-U.S. families

We hope you can join us for this highly informative presentation.

Speakers

Cindy Brittain | Partner, Los Angeles and Newport Bach
Alan Granwell | Of Counsel, Washington, D.C.
Michael Karlin | Partner, Century City
Joshua Odintz | Partner, Washington, D.C.
Maria Otero | Partner, Century City

Continuing Legal Education (CLE)

Please note: After completion of the program, Holland & Knight (and its CLE administration partner, CEU Institute) will apply for CLE credit based on attendee requests. Some programs may not be awarded CLE credits because of content or jurisdictional restrictions. Please be aware that the CLE approval process can be lengthy in some jurisdictions.

Holland & Knight is an approved CLE provider in several jurisdictions, including California, Illinois, New York, Pennsylvania and Texas. For New York attorneys, this program's format qualifies for CLE for transitional (newly admitted) and experienced attorneys.