Cannon Financial Institute 2026 Estate Planning Teleconference Series

January 20, 2026: Estate Planning Under the “One Big Beautiful Bill Act”

Sponsored by: Cipparone & Zaccaro

12:30 lunch and networking ~ teleconference 1:00-2:30 pm

Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

About the Program:

Whether you think H.R. 1, informally known as the “One Big Beautiful Bill Act,” is beautiful or ugly, it has significant implications for estate planning. Among other features, the inflation-indexed basic exclusion amount, doubled in the 2017 Tax Cuts and Jobs Act (“TCJA”), has become $15 million, with continued indexing, and no longer has an expiration date. Likewise, the top marginal income tax rate of 37%, introduced in the TCJA, is now permanent. The deduction for state and local income taxes is increased from $10,000 to $40,000, subject to phase-out and sunset provisions. Benefits related to qualified small business stock (“QSBS”) are expanded.