The One Big Beautiful Bill: It's Big, But How Beautiful Is It?

In this episode of Splitting Heirs, partners Beth Shapiro Kaufman, National Chair of Private Client Services and Trusts and Estates Chair, and Kristin V. Taylor join host Warren K. Racusin to discuss the One Big Beautiful Bill through a tax and estates lens. They talk about "permanence" in the tax law while explaining the new estate and income tax benefits in OB3. Kaufman, Taylor, and Racusin elaborate on and debunk some of the bill's hot topics, including no tax on tips, no tax on social security benefits, SALT deductions, QSBS, and the 2/37ths rule.

Speakers:

Warren K. Racusin, Partner and Chair, Trusts & Estates
Beth Shapiro Kaufman, Partner, National Chair, Private Client Services
Kristin V. Taylor, Partner, Tax, Private Client Services