The One Big Beautiful Bill (OBBA): Tax and Estate Planning Impacts
Understanding key effects on taxes and inheritance
Major Tax Reform Highlights
OBBBA makes permanent key TCJA provisions and introduces new individual tax deductions.
Estate and Gift Tax Changes
The act alters estate and gift tax planning thresholds and impacts fiduciary accounting rules.
Session Goals and Objectives
Equip advisors with insights on tax compliance, client advisory, and strategic planning opportunities.
MICHELLE G. HURST, CPA
Education:
B.S. in Accounting - University of South Carolina
Career Experience:
Bunting, Tripp, & Ingley, LLP - Partner
Lexow, Brackins, Koffler, CPAs - Senior Manager
KPMG Peat Marwick - Senior in Audit Department
Michelle has 41 years in public accounting and has audited Savings & Loan banks, manufacturing, and non-profit organizations. Her client base covers all areas of taxation including corporate, partnership, individual, estate and fiduciaries. She assists the firm in estate and financial planning, and consulting. Raised in Bavaria, Germany, she is fluent in German.
Professional and Civic Organizations:
Florida Institute of CPAs - Ridge Area Chapter - Past President and Board of Directors
Polk County Estate Planning Council - Past President/Member
Breakfast Rotary Club of Lake Wales - Past President / Foundation Chair / Board Member / Member of the Year
American Institute of CPAs - Member
Florida Institute of CPAs - Women’s Leadership Initiative
Lake Wales YMCA Service Club - Past President and Board Member
Lake Wales Chamber of Commerce - Special Events Committee Chairman/Treasurer
Leadership Lake Wales - Class IV (1999)
Polk County Women to Watch Award - 2004
Frostproof Booster Club - Past Treasurer
Member - First Presbyterian Church - Finance Committee/ Treasurer
National Association of Professional Women - Member/Woman of the Year Award
Farm Credit of Central Florida - Past Board Member
Lake Wales Area Foundation - Board Member
Economical Development Council - Board Member
Citizens Bank & Trust Financial Advisory Committee
Fundraising Chair for Removing the Barriers – Stirring Waters Project for children with disabilities
