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Upcoming Events

What the One Big Beautiful Bill means for you

8/28/2025 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Service: Private client services, Tax services, Estate and gift planning

Seats Remaining: 849

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


The recently enacted One Big Beautiful Bill Act brings sweeping changes to the tax landscape — and high-net-worth individuals should act now to take advantage of the new code. From estate planning to charitable giving, the new rules introduce both opportunities and risks.

Join us for a live webinar on August 28 as we break down what’s changing and what it means for you. We’ll cover:

  • What’s in the new bill: an overview of key provisions.
  • Estate and gift tax law changes.
  • Charitable planning under the OBBB.
  • Modifications to the SALT and itemized deductions.
  • Energy and solar credits.
  • QSBS and opportunity zones.

Our team has helped thousands of high-net-worth families and business owners navigate tax reform with clarity and confidence. Put our knowledge and experience in estate planning, tax strategy and wealth preservation to work for you.

One hour with Wipfli could reshape your financial future. Space is limited, so register today.

Speakers

Chris Lockhart
Chris Lockhart, CPA
Partner
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Frable_Kathy
Kathy Frable, CPA
Senior ÂÜÀòÉç¹ÙÍør
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Jason Beiswenger
Jason M. Beiswenger, CPA
Partner
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Bucklew_Heidi
Heidi L. Bucklew, CPA, CFE, CFF
Senior ÂÜÀòÉç¹ÙÍør
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