One Big Beautiful Bill: A Comprehensive Overview of Tax Changes and Planning Opportunities (CFP® CE)

With the recent enactment of the new tax law, it’s essential to understand how the changes may affect your planning strategies. Join us for an in-depth review of the One Big Beautiful Bill, featuring a detailed look at the legislation’s key changes, with a focus on:

1. Tax provisions, including adjustments to deductions, credits, and phaseouts
2. Identifying planning strategies for both temporary and permanent changes
3. Integrating the tax law into financial plans

This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required for credit. This course may be offered more than once. Credit for this course is only available once per person.