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Estate Planning and the OBBBA of 2025

Taxes

Estate Planning and the OBBBA of 2025

Course 34151A · 2 hrs · CPA & EA

Get up to speed on the One Big Beautiful Bill Act of 2025 and what it means for your clients' estate plans. This course lays the foundation by walking through core estate planning concepts and a thorough look at the estate tax system—including how assets are taxed, key thresholds, and planning opportunities. Whether you're new to estate work or refreshing your knowledge, this course gives you the regulatory context you need to advise clients confidently in today's changing landscape.

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

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Estate Planning and the OBBBA of 2025
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