CORE Series: Federal and State Tax Developments Impacting High Net Worth Clients WEBINAR
Overview
Tax law continues to evolve at both the federal and state levels, creating new planning considerations for high-net-worth individuals and closely held business owners. Staying current on legislative changes, regulatory updates, and emerging guidance is critical to proactive client advisory. This session provides a timely overview of recent federal and state tax developments and their potential impact on income tax planning, entity structuring, and wealth transfer strategies. Attendees will gain insight into key changes and practical considerations affecting their clients in today’s shifting tax landscape.
Highlights
Recent federal and state tax developments.
Prerequisites
None.
Designed For
CPAs and tax professionals.
Objectives
Stay current on legislative changes, regulatory updates, and emerging guidance.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Raquel Nelson, Managing Principal, Baker Tilly LLP
Kelly Nelson, CPA, has over 20 years of experience as a trusted advisor to high-net-worth individuals. Kelly’s mission is to help families turn complex financial and estate plans into clear, purpose-driven strategies. Think of her as part strategist, part translator, and part family whisperer - especially when it comes to facilitating multigenerational conversations and educating rising generations. Kelly’s superpower? Leading with intention. She brings a family office mindset to every relationship, blending sharp tax and estate planning skills with empathy, clarity, and a good dose of positivity. She believes in unlocking the strengths of every team member, creating environments where people feel seen, supported, and empowered to bring their best selves to the table. Because when people thrive, plans succeed—and that’s when the real magic happens.
Non-Member Price $60.00
Member Price $40.00