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High Net Worth Individuals: TCJA, OBBBA, and Marriage Planning

Taxes

High Net Worth Individuals: TCJA, OBBBA, and Marriage Planning

Course 32551C · 2 hrs · CPA & EA

Stay current on the tax law changes that matter most to high-net-worth clients. This course covers key provisions of the Tax Cuts and Jobs Act and the One Big Beautiful Bill Act as they apply to asset protection planning, then shifts to practical estate planning strategies for married couples. Whether you're updating existing plans or building new ones, this course gives you the legislative grounding and planning tools to serve wealthy clients more effectively.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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High Net Worth Individuals: TCJA, OBBBA, and Marriage Planning
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