Estate Planning After OBBBA Webinar
Monday, May 11, 2026
2:00-4:00 pm
The One Big Beautiful Bill Act (OBBBA) legislation has reshaped estate planning opportunities, creating a new era for tax professionals and advisors. With the basic exclusion amount set at $15 million, proactive planning is essential for high-net-worth and even moderately wealthy clients.
This course guides you through strategic techniques to maximize estate tax savings while maintaining client control over assets. From lifetime gifting strategies to portability elections and anti-clawback regulations, you’ll learn how to turn theory into actionable plans. Join us to gain practical insights and help your clients make informed decisions before the next legislative shift.
2 CPE Credits
Webinar Instructor: Michael Miranda
Michael Miranda, CPA is the owner of MIRANDA CPA & Consulting LLC, located in Sioux Falls, South Dakota. He has over 48 years of professional experience, including tax consulting, estate planning, and employee benefits. His consulting practice includes niche areas and client representation before governmental agencies. He maintains an active speaking schedule on tax law, estate, and employee benefit planning. He is a member of the Board of Directors for National Advisor Trust Companies of Kansas and South Dakota. His professional designations include CPA, QKA, and NQPA (Employee Benefits) and AEP (Estate Planning). His professional affiliations include the AICPA, SDCPA Society, ASPPA, NAEA, NATP, and NAEPC.
Prior to May 2017, Michael was a senior manager-shareholder with a regional CPA firm in Northwestern Iowa for 27 years. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small—to medium-sized businesses. Michael resides in Sioux Falls, SD, with his wife Jeanette.