The One Big Beautiful Bill; Several Big Beautiful (?) Tax Law Changes

This webinar is sponsored by the American Cancer Society

Program Overview

Join us for a concise and essential presentation summarizing the significant tax law changes introduced by the One Big Beautiful Bill. We'll focus on the specific provisions that impact estate planning and charitable giving, analyzing what they mean for you and your clients. Gain clarity on the new rules and get insights into their potential longevity.

Attendees will learn:

• What changes in the OBBA will affect estate planners?
• What OBBA changes will affect charitable giving?
• Will these changes last?

Featured Speaker:

Bob Kirkland, JD, LLM  is a Member of the law firm of Kirkland Hochstetler PLLC, which has offices in Naples, Florida, Kansas City, Missouri, and Canton, Ohio.  He is licensed to practice law in Florida, Missouri and Kansas. He works with a variety of individual clients, handling the preparation of estate planning instruments, and counseling clients in the areas of estate and gift tax minimization, probate avoidance, gifting techniques, asset protection, charitable planning and business succession planning.  He also advises fiduciaries in estate, conservatorship and trust administration matters. Mr. Kirkland has successfully completed the Effective Probate Mediation Training course sponsored by ACTEC and frequently serves as a mediator of trust and estate disputes. Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”). He currently serves on the Board of Directors and Executive Committee of the ACTEC Foundation.  He is listed in the last thirty editions of The Best Lawyers in America and the most recent additions of Super Lawyers. Kirkland is Chambers ranked in High Net Worth. Mr. Kirkland is also the founding Chancellor of the Heart of America ACTEC Fellows Institute.  He is a recent inductee into the Kansas City Estate Planning Society Hall of Fame.   He also was recently elected to serve on the Executive Council of the Florida Bar Real Property Probate and Trust Law Section. Mr. Kirkland is a frequent author and lecturer in the estate planning and charitable giving areas. Mr. Kirkland holds a B.S. in accounting from William Jewell College (1980), a J.D. from the University of Missouri-Kansas City School of Law (1983), and an L.L.M. in estate planning from the University of Miami, Florida School of Law (1985).  During his tenure at the UMKC School of Law, he served as Managing Editor of the UMKC Law Review.

Educational Level

Intermediate

 
CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 CPE (accounting) credit has been applied.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Prerequisite: Basic understanding of tax planning and charitable planning
-CPE Program Level: Intermediate

-National Association of Insurance and Financial Advisors (NAIFA)  is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

-Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:

$5.00 fee for CE credit processing.

You must be logged in to the live webinar in order to earn CE credits. Listening to the presentation over the phone, without also logging in to the web portion, will not qualify for credits.

State insurance credits are not available for this webinar. 

Registration Fee (also includes access to the presentation material and archived program)

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.

Registration Options and Info

• Register online.
• Call NAIFA Member Experience department to register: 877-866-2432
  

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.

The recording will also be accessible by all NAIFA members on the NAIFA member website.