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As we hit the midway point of 2026, the financial and regulatory landscape has fundamentally shifted. The passing of the One Big Beautiful Bill Act (OBBBA) has brought permanent extensions to critical individual and business tax structures, successfully avoiding the dreaded 2026 "tax cliff." However, it has also introduced intricate new rules for itemized deductions, enhanced business credits, and senior benefits. Simultaneously, the IRS continues to release strict compliance updates regarding the SECURE Acts (1.0 & 2.0), altering Required Minimum Distributions (RMDs) and inherited IRA sequencing.
To add to this complexity, the rapid implementation of Artificial Intelligence (AI) in accounting and wealth advisory practices is completely redefining efficiency, data analysis, and predictive modeling for multi-year projections.
Led by veteran tax authority Warren M. Bergstein, this intensive webinar cuts through the legislative static. It provides practitioners and wealth managers with a clear, actionable roadmap to optimize their clients' mid-year tax positions, adjust estimated payments, stress-test retirement strategies, and leverage next-gen advisory tech before year-end options narrow.
Learning Objectives:
Session Highlights:
Who Should Attend:
This session is explicitly designed for mid-to-senior level professionals who manage tax, estate, and financial compliance for high-net-worth (HNW) individuals, family offices, and entrepreneurs:
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