2026 AICPA Personal Financial Planning Symposium

Daniel S. Rubin will be speaking at the 2026 AICPA Personal Financial Planning Symposium on the panel “Top 10 Estate Planning Strategies Post Tax Change.”

This session will explore ten of the “top” estate planning strategies that every advisor should be considering for his or her clients post the tectonic changes to the tax law effected by the One Big Beautiful Bill Act. Attendees will come away from the session with a renewed appreciation for the many positive benefits of thoughtful and creative estate planning, and an opportunity to use in his or her professional practice to the benefit of clients most or even all of the strategies so identified.