As we move into 2026, estate planning attorneys face an evolving landscape shaped by recent tax legislation and new or shifting incentives for different types of estate and gift tax planning and income tax planning.  In this one-hour session, attorney Jeff Dible (Frost Brown Todd) will guide you through various potential tax planning strategies to help you best direct your clients.

The newly signed tax legislation, aka Big Beautiful Tax Bill (the “Act”), extends (and makes permanent) many of the provisions of the Tax Cuts and Jobs Act of 2017, as well as introducing several changes. Join Phil Purcell, Director of Planned Giving for the Central Territory of The Salvation Army for this one hour session as he walks you through the impact it will have.

Charitable Giving: The Basics to Advanced Applications 2023