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 and Choreo 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.
As Senior Wealth Strategist at Choreo, Clint leverages more than 15 years of legal practice and his CPA expertise to support advisors and clients with advanced transfer tax, income tax, estate, and business planning strategies. He has extensive experience counseling high-net-worth and ultra-high-net-worth individuals, families, and business owners on wealth transfer, succession, asset protection, charitable giving, international estate planning, and complex business structures. In addition to presenting and educating for multiple industry and affinity groups, Clint has also served as an adjunct professor of legal writing at the IIT Chicago-Kent College of Law.
