Estate & Business Planning Under OBBBA: Who Wins, Who’s Squeezed?
High-net-worth clients ($15M+) are safe — the estate exemption is untouched, and advanced strategies like GRATs, SLATs, and trusts remain intact.
But the real squeeze is on clients between $500K and $15M. They face higher effective tax rates, tighter SALT benefits, and fewer escape routes.
In this video, I’ll show you how to pivot into business provisions and strategies that can add tens of thousands of dollars to client outcomes.
With TaxPlanIQ, you can identify the risks and turn them into wins. #short