This Breakfast Meeting will be in person.  

Networking opens at 8:30 am. The breakfast buffet and Presentation will begin at 9:00 am.

Speakers:

This breakfast and presentation has been approved for 1.0 CLE Credits (General/Wills, Trusts and Estates) by the Florida Bar.

Please RSVP by October 30, 2025.

Learning Objectives

Instructional Delivery Method: Group Live

CLE Credit: 1 hour

Recommended CPE Credit: 1.0 hour

Field of Study: Taxes

Program Level: Update

Prerequisites: Basic understanding of federal tax law and estate planning

Advance Preparation: None

Registration: https://www.coralgablesepc.org/events/event/28234

Cost: Free for members; $40 for non-members

Program Description

Join us for an insightful panel discussion on the implications of the One Big Beautiful Bill Act (OBBBA) and its impact on business owners and estate planning strategies. This session will explore the expanded estate and gift tax exemptions, changes to QSBS and SALT deductions, and planning opportunities for high-net-worth individuals and closely held businesses.

Learning Objectives

• Identify key tax changes introduced by the OBBBA legislation

• Evaluate estate planning strategies in light of the increased exemption thresholds

• Apply updated tax planning techniques for business owners, including QSBS, Bonus Depreciation, and QBI considerations

Speakers

- Blas Ignacio Cueto, JD, LLM

- Marielys Rosado, JD, LLM, CPA

- Eric Santa María, CPA, CFF

Administrative Policies

Refund/Cancellation Policy: No refunds for cancellations after November 4, 2025.

Complaint Resolution Policy: For concerns regarding the program, please contact the Program Chair at info@coralgablesepc.org.

Attendance Requirements: Participants must sign in and remain for the full session to receive CLE credit.

NASBA Sponsor Statement

The Coral Gables Estate Planning Council is not currently a NASBA-registered sponsor. CPAs should verify acceptance of CPE credits with their state board of accountancy.