Beauty is in the Eye of the Beholder: Reviewing Estate and Tax Planning Following the One Big Beautiful Bill Act

Private client associate Brian Balduzzi hosted a membership breakfast for the Howard County Estate Planning Council to review estate and tax planning following the passing of the One Big Beautiful Bill Act.

In the program, Balduzzi discussed some of the important provisions in the OBBBA, their application in conversations with clients and their other advisors, and opportunities to leverage for the continued importance of proactive and holistic estate and tax planning for clients and their families.