As the 2025 Reconciliation Act reshapes the tax landscape, individuals and families face a shifting environment for legacy planning. In this CPE-eligible session, Cherry Bekaert’s Tax Services team will explore the evolving rules and opportunities surrounding individual and estate taxation. From sunset provisions and exemption thresholds to new planning techniques and compliance considerations, we’ll break down what the latest legislation means for preserving wealth across generations. 

Whether you're advising high-net-worth clients or managing your own estate strategy, this session will equip you with the insights needed to navigate change with clarity and confidence. 

Learning Objectives: 

• Identify key individual and estate tax changes introduced by the 2025 Reconciliation Act 
• Evaluate the impact of sunset provisions on estate planning strategies 
• Understand new compliance requirements and planning opportunities for high-net-worth individuals 
• Apply practical techniques to preserve wealth and minimize tax exposure across generations