Watch the Full OBBBA Q&A Session OBBBA business owner tax Q&A highlights real scenarios from entrepreneurs dealing with PTET elections, multi-state issues, trusts, and estate considerations. Key Questions Answered During the OBBBA Business Owner Tax Q&A The Q&A segment pulls together everything discussed during the event and applies it to real situations submitted by business […]
Watch Stanton’s Segment OBBBA estate planning and business succession are the core themes of Stanton Geller’s session, helping owners protect growing estates and prepare heirs for long-term stewardship. Key Takeaways from Stanton’s OBBBA Estate Planning and Business Succession Session Stanton looks at OBBBA through the lens of a tax and estate attorney who has worked […]
Watch Lee’s Segment OBBBA exit planning and AI disruption are central themes in Lee Heisman’s session, offering business owners a clear view of how the new rules and technology shifts affect valuations and exit timelines. Key Takeaways from Lee’s OBBBA Exit Planning and AI Disruption Session Lee brings a dealmaker’s perspective to OBBBA, focusing on […]
Watch Charles’ Segment OBBBA insurance and liquidity planning is at the center of Charles Melvin’s session, helping business owners prepare for future estate tax and liquidity needs. Key Takeaways from Charles’ OBBBA Insurance and Liquidity Planning Session Charles steps into the OBBBA conversation with a straightforward premise: if you own a valuable business or portfolio, […]
Watch Laura’s Segment OBBBA tax strategies for business owners are the focus of Laura Dohanes’ session, turning the new law into a practical roadmap for profitable entrepreneurs. Key Takeaways from Laura’s OBBBA Tax Strategies for Business Owners Session Laura opens the OBBBA expert series by reframing tax completely: tax is not just a bill – […]
OBBBA expert insights for business owners: This on-demand replay brings together four seasoned experts to break down what the One Big Beautiful Bill Act (OBBBA) means in real life for closely held businesses, high-income entrepreneurs, and families building multi-generation wealth. In just one session you’ll see how tax planning, insurance, exit strategy, and estate planning […]