Significant changes to charitable giving rules are on the horizon, and now is the time for your clients to prepare. The OBBBA introduces new rules taking effect on January 1, 2026, with several opportunities set to expire on December 31. Acting now can help clients maximize available benefits and avoid missed opportunities.
Join us on Tuesday, September 9, 2025, from 12:00 to 1:00 pm Eastern for an informative webinar featuring Kathleen Bilderback, JD, LLM, AEP, and April Caudill, JD, CLU, ChFC, AEP (Distinguished). This webinar is free for both members and non-members, thanks to sponsorship by the American Cancer Society. CE credit is available.
Kathleen and April will guide attendees through the new charitable planning landscape. Topics include updated rules for individual and business charitable contributions, the impact of the new estate tax threshold, and the expanded extra tax on “covered employees” of charitable organizations. They will also share strategies for adapting planning approaches in light of these changes.
Kathleen Bilderback brings decades of experience as a nationally recognized speaker, former adjunct law professor, and current NAIFA National Board of Trustees member. April Caudill, is an advanced planning expert and Hall of Fame inductee of the National Association of Estate Planners and Councils.
Do not wait until it is too late to respond to these sweeping changes. Register today to gain the insights and tools you need to guide clients through charitable planning in 2025.