Foster Swift Educational Events

Planning Ahead: Estate Planning & Succession Strategies Under the One Big Beautiful Bill 

Various tax forms stacked on top of each other with pen and calculator above them.The passage of the One Big Beautiful Bill (OBBB) earlier this summer introduced sweeping changes to estate and succession planning.

Whether you're planning to pass your business to family, sell to a partner, or ensuring your assets are preserved, the changes from the OBBB create new opportunities to protect your wealth, transfer ownership efficiently, and minimize tax burdens.

Learn more at our September 2nd Wednesday session:

Moderator Paul Millenbach welcomes business succession and estate planning attorney Mike Zahrt. Mike will provide an update on key tax changes under the OBBB as well as insights and strategies for businesses including:

  • How the new estate tax exemption affects business succession.
  • Estate planning strategies to preserve wealth for future generations.
  • What the adjustments are for charitable giving under the new rules.
  • Recommended checklist to help gameplan prior to 2026.
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