Let me tell you a quick (true) story.
A client of mine in Santa Barbara runs a family business that’s been around for decades. Her goal was simple:
👉 Pass it down to her kids—no drama, no debt, no IRS nightmares.
But until last week, she thought her kids would have to sell it just to cover the estate tax bill when she passed.
Why? Because that’s what her CPA told her.
Turns out… he was dead wrong.
Thanks to the new tax bill (yes, the one with the over-the-top name—One Big Beautiful Tax Bill), the estate tax exemption just jumped to $15 million per person, and it’s permanent.
That means most family business owners just got a massive upgrade in peace of mind.
But only if their CPA actually knows what changed—and knows how to apply it.
This client’s CPA? The same one her dad used. Great guy. Kind voice. Been around forever. Lived in the neighborhood.
But he was coasting.
Reading summaries. Missing strategy.
And almost let this woman sell off her legacy.
Turn the tax ship around, and you turn your life around.
If you:
Then ask your advisor if they really understand the new estate tax rules.
If they pause? Look confused? Default to “we’ll keep an eye on it”?
🚨 That’s your sign.
This tax code change doesn’t affect everyone.
But for the families it does affect?
It means everything.
Estate planning isn’t just about wills. It’s about entity structure, gifting strategies, and leveraging tax law to protect your legacy. If your CPA isn’t actively planning with you, you could be leaving millions at risk.
👉 Book a call with me and let’s talk through it.
We’ll see what applies, what doesn’t, and what you need to be doing now to protect what you’ve built.
Schedule your tax strategy call here
Want to dig deeper? Check out these resources:
Stay ahead of what the One Big Beautiful Bill Act (OBBBA) means for your business and taxes:
