Given the complexities our shared clients face in the wake of recent tax legislation changes, Bernstein’s Wealth Strategies professionals have produced a comprehensive exploration of how the new tax legislation (commonly known as OBBBA) has reshaped the planning landscape for high-net-worth families.
This video covers:
(1:11) How Tax Law Changed
(2:42) Gifting After Sunset
(3:53) Why Step Up Matters
(5:09) When Do Gifts Work?
(8:25) Revisiting Nongrantor Trusts
(16:38) Using PPLI
(19:33) Alternatives to Gifting
(22:00) Solving for Total Tax
(25:59) Have Clients Overplanned?
(29:22) Planning Around SALT
(34:51) SALT Stacking
(36:30) Why QSBS Matters
(45:40) Using QOFs
(55:37) Charitable Planning
(1:04:57) Family Tax Updates
Alternatively, you can link to any of these topics directly by clicking on the chapter icon [fourth from the right] in the lower bar of the video player. If you are interested in connecting with the speakers or having Bernstein conduct a wealth forecasting analysis for your clients, please get in touch.