CFP Education

The One Big Beautiful Bill is now law. Here is what financial advisors need to know, from tax brackets to estate strategies to planning opportunities.

Join Dave Haughton J.D., and Steven Jarvis, CEO and Head CPA of Retirement Tax Services, for a tactical conversation on creating tax-smart and legacy-ready retirement plans.

As gifting strategies gain renewed focus in today’s evolving tax landscape, join Wealth.com’s Sr. Corporate Counsel, Dave Haughton, JD, CPWA®, for an in-depth webinar on navigating the complexities of tax-efficient gifting.

Join Dave Haughton, J.D., for a high‑impact webinar that shows advisors how to help families move wealth across generations with little or no transfer‑tax drag.