EAST KING COUNTY ESTATE PLANNING COUNCIL

Please join us In Person at the Hyatt in Bellevue for Breakfast

Topic: Top Trends in Tax Planning: Impacts of OBBA and Washington Legislation

Amid rising estate and capital gains taxes in Washington State and sweeping federal reforms under OBBBA, high-net-worth individuals are reassessing residency and long-term wealth transfer strategies. The question “Should I stay or should I go?” reflects growing concerns over tax exposure and legacy planning. In this session, we’ll explore why clients are asking this, highlight key individual tax changes under OBBBA, and outline proactive strategies to preserve wealth and optimize estate outcomes in light of recent legislation

• Coffee Chat starts at 7:00am for those early risers!

• Breakfast at 7:45am

• Presentation begins at 8:00am 

• Sponsors Bring Your Swag and come early to set up!

Speakers:

Kathy Hueffed, CPA, MST, is a tax principal at Clark Nuber.  Her focus for over 20 years has been on estate planning, along with tax compliance for individuals and fiduciaries.  She works closely with clients and their advisors to develop practical, tax-efficient strategies to help clients achieve their goals of providing for future generations while integrating charitable giving strategies.  Prior to joining Clark Nuber, she was at a national and mid-sized regional firm in their private client service group.  Her free time is spent parallel parking on Mercer street.

Jennifer Mace, CPA, MST Jennifer is a shareholder at Clark Nuber. Her practice focuses on consulting and compliance for domestic and foreign individuals and their businesses. Jennifer works with family groups, family offices, tax directors, controllers, and business owners to develop and implement a wide range of tax planning strategies. She has been with Clark Nuber since 2007, and prior to joining Clark Nuber was part of a national firm working specifically with global high net worth individuals. Jennifer has a bachelor’s degree from Seattle Pacific University and a master’s in professional tax from Golden Gate University. She is a member of the American Institute of CPAs (AICPA) and the Washington Society of Certified Public Accountants (WSCPA).