Beth Shapiro-Kaufman

Beth Shapiro-Kaufman, an esteemed ACTEC Fellow from D.C., dives into the transformative One Big Beautiful Bill Act (OBBBA) and its sweeping changes to estate and gift taxes. She reveals how the legislation increases tax exemptions and navigates the complex budget reconciliation process. The conversation also highlights new rules around charitable contributions and the impact of an excise tax on endowments, emphasizing the importance of adapting financial planning to these changes. It's a must-listen for anyone in the trust and estate profession!