As 2025 draws to a close, thoughtful tax planning carries particular weight. New provisions within the OBBBA, paired with several year-end developments, are reshaping how families, business owners, and investors should approach the months ahead.
In this virtual program, Cresset’s Tax Strategy team, in collaboration with RSM—recognized leaders in assurance, tax, and consulting for middle-market businesses—will offer a clear, timely walkthrough of the changes most likely to influence your planning decisions.
Together, we’ll explore how the latest guidance affects key areas, including:
- Enhancements to Qualified Small Business Stock (QSBS) and emerging planning opportunities
- Charitable giving strategies in light of recent reforms
- Estate, gift, and GST exemption planning, including considerations for GRATs and other structures
- Updated approaches to state and local tax (SALT) deduction planning
- Qualified Opportunity Zones and the evolving environment for investors
Whether you oversee a family enterprise, manage complex personal planning, or support a multigenerational household, this session will offer practical insights to help you make thoughtful decisions before year-end and prepare with confidence for 2026.cy, this discussion will inspire a more intentional, foresighted approach to giving—one that bridges purpose with possibility.
