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DTSTART:20260217T223000Z
DTEND:20260218T000000Z
LOCATION:Grasslands Country Club
UID:2890120260217T223000ZThe One Big Beautiful Bill (OBBA):  Tax and Estate Planning Impacts
DTSTAMP:20260430T101958Z
DESCRIPTION:\nUnderstanding key effects on taxes and inheritance\n \nMajor Tax Reform Highlights\n \nOBBBA makes permanent key TCJA provisions and introduces new individual tax deductions.\n \nEstate and Gift Tax Changes\n \nThe act alters estate and gift tax planning thresholds and impacts fiduciary accounting rules.\n \nSession Goals and Objectives\n \nEquip advisors with insights on tax compliance, client advisory, and strategic planning opportunities.\n \n\n \n \n \n \n \nMICHELLE G. HURST, CPA\n \nEducation:\n \n          B.S. in Accounting - University of South Carolina\n \nCareer Experience:\n \n          Bunting, Tripp, & Ingley, LLP - Partner\n \n            Lexow, Brackins, Koffler, CPAs - Senior Manager\n \n            KPMG Peat Marwick - Senior in Audit Department\n \nMichelle 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.\n \nProfessional and Civic Organizations:\n \n            Florida Institute of CPAs - Ridge Area Chapter - Past President and Board of Directors\n \n            Polk County Estate Planning Council - Past President/Member\n \nBreakfast Rotary Club of Lake Wales - Past President / Foundation Chair / Board Member / Member of the Year\n \nAmerican Institute of CPAs - Member\n \nFlorida Institute of CPAs - Women’s Leadership Initiative\n \nLake Wales YMCA Service Club - Past President and Board Member\n \nLake Wales Chamber of Commerce - Special Events Committee Chairman/Treasurer\n \nLeadership Lake Wales - Class IV (1999)\n \nPolk County Women to Watch Award - 2004\n \nFrostproof Booster Club - Past Treasurer\n \nMember - First Presbyterian Church - Finance Committee/ Treasurer\n \nNational Association of Professional Women - Member/Woman of the Year Award\n \nFarm Credit of Central Florida - Past Board Member\n \nLake Wales Area Foundation - Board Member\n \nEconomical Development Council - Board Member\n \nCitizens Bank & Trust Financial Advisory Committee\n \nFundraising Chair for Removing the Barriers – Stirring Waters Project for children with disabilities\n
SUMMARY:The One Big Beautiful Bill (OBBA):  Tax and Estate Planning Impacts - Estate Planning Council of Polk County 
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DESCRIPTION:Reminder
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