From Congress to Clients: Turning Change Into Strategies

Major tax and estate changes have just been signed into law. What happens next?

In a rapidly changing environment, financial professionals are being asked to explain and apply complex new rules — all while helping clients stay calm and stay the course. This seminar breaks down what’s changed, what hasn’t, and how to turn the new legislation into real-world strategies for your clients.

Led by estate planning attorney Mark Eiland, J.D., LL.M., this one-hour session will give you the clarity, insight, and confidence to move forward — without the political noise.

Light refreshments and drinks will be served.

• The key provisions of 2025 tax and estate reform

• What’s permanent, what sunsets, and what remains uncertain

• Strategic implications for gifting, trusts, capital gains, and more

• How the new law intersects with Alabama and Florida rules

• What to do now — and what not to do

• A visual planning timeline for year-end action

• How to lead client conversations with clarity and confidence

• Financial advisors and planners

• Wealth managers

• CPAs and tax professionals

• Estate planning partners

• Anyone helping clients build long-term financial strategies

Presented by Heircraft Planning

heircraftplanning.com

Questions? aW5mbyB8IGhlaXJjcmFmdHBsYW5uaW5nICEgY29t | (251) 398-0081

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