Recent tax law changes under the One Big Beautiful Bill Act introduce meaningful opportunities - and important planning considerations - for individuals, families, retirees, and business owners. Many of these provisions are temporary, making timing and coordination more important than ever.

Join us for an educational webinar designed to break down what’s changed, what hasn’t, and where proactive planning may help you make the most of these new rules.

Webinar Details

📅 Thursday, February 26
⏰ Choose Your Session:
• Register for 12:00 PM PT
• Register for 6:00 PM PT
📍 Live Virtual Webinar

What We’ll Cover

During this session, we’ll walk through the highlights of the new law in practical, easy‑to‑understand terms, including:

• Key tax changes taking effect in 2025 and beyond
• New and expanded deductions—including those for retirees and seniors
• Updates to retirement contribution limits, catch‑up rules, and RMDs
• Social Security taxation and how deductions may help offset it
• Capital gains and dividend planning opportunities
• Charitable giving updates
• Family and education savings changes, including new child savings accounts
• Planning considerations for business owners and higher‑income households
• Important watch‑outs, including Medicare premium surcharges and additional taxes

Who Should Attend

This webinar is designed for:

• Retirees and near‑retirees
• Working professionals and families
• Business owners
• Anyone who wants to understand how recent tax law changes may affect their financial plan

Why Attend

The goal of this presentation is education, not complexity. You don’t need to be a tax expert - or become one - to benefit. We’ll focus on the areas most likely to apply to you and explain where thoughtful planning can make a difference.

✅ Attend live
✅ Ask questions
✅ Choose the session time that works best for you

👉 Reserve your spot today and select your preferred session time below.

REGISTER FOR 12PM PT SESSION

REGISTER FOR 6PM PT SESSION

This webinar is for educational purposes only and does not constitute tax or legal advice. Individual circumstances may vary.