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Webinar

2025 One Big Beautiful Bill Part 3: High-Net-Worth & High-Income Tax Strategy Briefing

Protecting Your Wealth in the Era of the Big Beautiful Tax Reform

2025 One Big Beautiful Bill Part 3: High-Net-Worth & High-Income Tax Strategy Briefing

Time & Location

Jul 16, 2025, 7:00 PM – 8:00 PM PDT · Zoom Webinar

About the Event

The 2025 “Big Beautiful Bill” is about to reshape the global wealth and estate planning landscape. Corporate tax expert Sophia Yu, CPA breaks down the top questions from high-net-worth and high-income individuals — helping you protect, grow, and transfer your wealth with confidence.

Key Discussion Points

  • With the SALT cap repeal and new foreign tax rules, will you actually save more in deductions?
  • The $15M estate & gift tax exemption — how should you act now to lock it in?
  • Cross-border fund transfers and overseas gifts — does your strategy expose you to remittance taxes?