High-net-worth individuals face unique challenges and opportunities under the One Big Beautiful Bill. From estate and gift tax implications to investment structuring and charitable giving, the bill alters how individuals should approach long-term planning. Join YHB’s Private Client Services Team as we unpack the bill’s impact on wealth preservation and transfer strategies. We’ll explore advanced planning techniques, highlight potential pitfalls, and offer guidance on how to maximize tax efficiency while protecting your legacy. This session is ideal for high-net-worth individuals, family office managers, and advisors who support affluent clients.
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Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters.
