CPE Webinar: Estate Planning After OBBBA: Turning Theory into Practice

This webinar will be held on Thursday, September 3 at 2:00pm ET
Sponsor: Thomson Reuters
Duration: 1 Hour

This comprehensive two-hour program moves beyond theory, showing practitioners exactly how to implement proactive strategies this year and into the foreseeable future.

Join Michael for a practical, example-driven exploration of how families—particularly those with wealth between $5 million and $30+ million—can position themselves to maximize wealth transfer, navigate the current regulatory environment, and prepare for potential future legislative changes.

Attendees will gain actionable tools for developing client-specific estate action plans, including evaluating lifetime gifting options, strategically utilizing the increased exclusion amount, understanding trust structures designed for asset protection or wealth transfer, and implementing elections and filings essential to effective post-mortem planning.

Through real-world scenarios, comparative planning techniques, and a review of IRS guidance—including the final anti-clawback regulations—this course equips professionals with the insights needed to reduce estate tax exposure while preserving family control and flexibility.

What you’ll learn:

Strategic Planning and Legislative Context
Trust and Entity Planning Tools
Entity, Business, and Wealth Transfer Strategies
Portability, Elections, and Compliance
Risk Management and Client Communication

Program Level	Intermediate
Prerequisites	None
Field of Study	Estate, Gift, and Income Taxes
Advance Preparation Needed	General understanding of trust and estate taxation
Delivery Method	Group Internet-Based
Recommended CPE Credit	1 Credit per 50-Minute Session
Registration Instructions	Register Online
Cost	Free
Complain Resolution	rrogers@cpapracticeadvisor.com

Presented by:

Michael R. Miranda is the owner of MIRANDA CPA & Consulting LLC, based in Sioux Falls, South Dakota. With more than 50 years of experience, Michael specializes in tax consulting, estate planning, and employee benefits, serving clients with complex needs and representing them before governmental agencies. His practice focuses on niche areas of tax law and strategic planning, and he maintains an active national speaking schedule on topics including tax law, estate planning, and employee benefit strategies. Michael serves on the Board of Directors for National Advisor Trust Companies of Kansas and South Dakota. He holds multiple professional designations: CPA, QKA and NQPA (Qualified Plan Administration), and AEP (Accredited Estate Planner). His professional affiliations include the AICPA, South Dakota CPA Society, ASPPA, NAEA, NATP, and NAEPC. Prior to founding his firm in 2017, Michael was a senior manager and shareholder at a regional CPA firm in Northwestern Iowa for 27 years. Earlier in his career, he worked as a Tax Specialist with a Big Eight accounting firm in South Bend and Minneapolis, advising individuals and small to mid-sized businesses on tax and estate planning. Michael resides in Sioux Falls with his wife, Jeanette.

Moderated by:

Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.