NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center will host a free live webinar, 2026 New Developments and Planning Ideas, on Wednesday, February 4, 2026, from 12:00 noon to 2:00 pm Eastern. This webinar is open to everyone and is designed for financial professionals who want a clear, practical review of recent legal and regulatory changes and how those developments translate into real planning opportunities for clients.

During the webinar, a panel of experienced professionals will walk through updates in case law, Treasury regulations, and IRS guidance, with a focus on what has changed and why it matters now. Scheduled topics include the OBBBA and the new 2/37th rule for itemized deductions, charitable planning considerations, the expanded lifetime exemption, wealth planning challenges in an environment shaped by concentrated portfolios and higher bond yields, recent developments from Kyle Busch et al. vs. Pacific Life Insurance Company et al., business ownership and entity choice issues including Section 1202 and S corporation versus C corporation considerations, and long-term care planning.

The webinar features Elliott Dole, Steve Gorin, John Scott, Michael Tessler, and Kathleen Bilderback, each bringing a distinct perspective across investment, tax, estate, and advanced planning disciplines. Together, they will focus on translating complex changes into ideas financial professionals can apply in their practices.

This free webinar offers a valuable opportunity to stay current, sharpen planning strategies, and better serve clients in a rapidly evolving environment.