The impact of OBBBA on year-end planning for high-net-worth individuals

Kevin is a Tax partner based in Dallas with more than 20 years of public accounting experience. He serves as Lead Tax Partner on clients all over the US and Globally in many industries including manufacturing and distribution, technology, medical services, wine & spirits, and financial services. He has a strong ASC740 background, and also leads complex Partnership restructuring, has facilitated global mergers and acquisitions, and has guided clients through Private Equity investments and IPOs, as well as multi-generational wealth planning strategies.

Eddie specializes in tax and financial planning for high net worth individuals, family offices, and C-suite executives. He is the Individual Income Tax Competency technical leader and serves clients in the Private Wealth sector of the Investment Management industry practice. He works closely with Deloitte tax specialists worldwide to track and analyze technical developments and help clients understand and plan for them. Eddie is a frequent speaker at events sponsored by Deloitte and other organizations including the American Institute of CPAs (AICPA) and Money Management Institute. He is a member of the AICPA Individual and Self-employed Technical Resource Panel through which he regularly contributes to The Tax Adviser. He also leads the team that produces the chapters on individual taxation in Deloitte Tax’s annual Essential tax and wealth planning guide. In addition to his tax endeavors, Eddie is active in his community where he has held multiple leadership positions on the Near North Montessori School board of directors and was previously a board member of the Center for Economic Progress. Eddie holds a BS in accounting from Indiana University.

Laura is the National Estate & Gift technical leader in Deloitte Tax’s Washington National Tax Estate, Gift, Trust & Charitable group. In her role, She serves as technical subject matter specialist on national engagements, assisting ultra-high net worth families determine efficient ways to achieve their personal, wealth transfer, and charitable objectives. She has specific experience in pre-mortem estate tax reviews, audit readiness assessments, post-mortem planning, estate administration, fiduciary income taxation, and individual income tax planning for high net worth individuals. She has a passion for teaching and has developed and facilitated estate, gift, trust, and individual income tax courses both within Deloitte and externally. She has authored numerous pieces for Deloitte, was a contributor to Bloomberg BNA Tax Management Portfolio “Estate, Gift, and Generation-Skipping Tax Returns and Audits”, No. 822, and is a regular contributor to AICPA’s The Tax Adviser. Laura is a member of the AICPA Estate Gift and Trust Tax Resource Panel and the Wake County Estate Planning Council. She earned both her BS in business administration and her MAC from the University of North Carolina at Chapel Hill.