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DTSTART:20250923T140000Z
DTEND:20250923T160000Z
LOCATION:Hyatt Bellevue - Cedar Ballroom 
UID:2769220250923T140000ZSeptember 2025 Breakfast
DTSTAMP:20260518T200612Z
DESCRIPTION:\nPlease join us In Person at the Hyatt in Bellevue for Breakfast\n \nTopic: Top Trends in Tax Planning: Impacts of OBBA and Washington Legislation\n  \n \nAmid 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\n    \nCoffee Chat starts at 7:00am for those early risers!\n   \nBreakfast at 7:45am\n   \nPresentation begins at 8:00am \n   \nSponsors Bring Your Swag and come early to set up!\n  \n \n \nSpeakers:\n \nKathy 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.\n \n \n \nJennifer 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). \n
SUMMARY:September 2025 Breakfast - East King County Estate Planning Council 
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