Please Join Us!
2026 Estate Planning Teleconference Series
January 20, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Estate Planning under the "One Big Beautiful Bill Act"
Whether you think H.R. 1, informally known as the “One Big Beautiful Bill Act,” is beautiful or ugly, it has significant implications for estate planning. Among other features, the inflation-indexed basic exclusion amount, doubled in the 2017 Tax Cuts and Jobs Act (“TCJA”), has become $15 million, with continued indexing, and no longer has an expiration date. Likewise, the top marginal income tax rate of 37%, introduced in the TCJA, is now permanent. The deduction for state and local income taxes is increased from $10,000 to $40,000, subject to phase-out and sunset provisions. Benefits related to qualified small business stock (“QSBS”) are expanded. In this program, we’ll explore what matters most to estate planners, including:
- Working with an historically high basic exclusion amount and GST exemption no longer scheduled to be reduced
- Enhanced uses for nongrantor trusts
- Taking advantage of new QSBS rules and qualified business income provisions
- Considerations impacting qualified opportunity zone investments
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE