Access the '12 Significant Changes from the One Big Beautiful Bill' Webinar

How Retirees, Business Owners, and High-Income Families Can Better Understand and Plan Around the New Tax Rules

Recent tax legislation has introduced a series of permanent and time-sensitive changes that may impact income planning, business strategy, charitable giving, and long-term wealth transfer. Understanding how these changes apply to your specific situation is critical but navigating them alone can be complex.

This on-demand educational webinar walks through 12 key provisions of the One Big Beautiful Bill and explains, in plain language, what they may mean for retirees, business owners, and affluent households seeking clarity and confidence in their planning.

What We'll Show You:

• How recently enacted tax rules have been made permanent and what that may mean for long-term planning
• Changes to standard deductions and senior deductions, including who may benefit and how phaseouts apply
• Expanded opportunities for income and capital gains planning, including considerations around Roth conversions and zero-percent capital gains brackets
• Updates to estate and gift tax exemptions, and what they may mean for multi-generational wealth transfer
• Key planning considerations for business owners, including bonus depreciation and the Qualified Business Income (QBI) deduction
• Updates to charitable giving strategies, including how new rules may affect itemizers and non-itemizers
• How tax-efficient portfolio design and strategic income layering may support more predictable outcomes

 Complete the form to get access to the free webinar and receive a complimentary consultation.