Unpacking the OBBBA: What Every Planner Needs to Know Before 2026 (Meeting Date Subject to Change)
We are pleased to welcome back Ed Beckwith, Partner at BakerHostetler, for our January luncheon. Ed will discuss the landmark One Big Beautiful Bill Act (OB3). As a recognized authority on tax and estate law, Ed brings decades of experience advising families, foundations, and institutions on complex philanthropic and wealth transfer matters. OB3, scheduled for full implementation in 2026, is one of the most comprehensive overhauls of federal tax and charitable legislation in recent history. Its far-reaching provisions aim to simplify compliance, modernize estate thresholds, and encourage more effective philanthropic giving. Ed will examine how the Act reshapes planning strategies across trusts, estates, and charitable giving, offering practical insights for professionals and clients alike. Attendees will gain a clear understanding of how these changes may influence both individual and institutional planning decisions. This timely presentation promises to equip attendees with actionable knowledge to navigate the evolving landscape of tax and philanthropic policy.
Nationally recognized for his skill and commitment as counsel to high-net-worth families and charities, Ed Beckwith advises families, family offices and their professionals on the tax-efficient accumulation, management and distribution of personal wealth. His experience includes the legal and administrative specialties required to establish and guide the operations of charitable and educational organizations, healthcare institutions and trade associations.
His advice often is sought with respect to the governance and "best practices" of organizations and the maintenance of their tax-exempt status, as well as the tax and practical aspects of contributions and other financial resource programs to support such organizations. A significant aspect of Ed's practice involves the application of tax laws to family and business financial arrangements, including the preparation of related documents to conserve and transfer wealth, the administration of such arrangements, and the representation of clients before legislative, judicial and regulatory branches of government at all levels.
Ed is an innovator in the education and training of private wealth professionals. Throughout his entire career, he has lectured throughout the U.S. and has written extensively, including articles and speeches for the American Law Institute and The American College of Trust and Estate Counsel (ACTEC). Ed regularly chairs continuing education programs for private wealth professionals and has been an adjunct tax professor at the Georgetown University Law Center for 40 years, where he currently teaches and coordinates a graduate-level certificate program in Advanced Estate and Charitable Planning.
