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What the One Big Beautiful Bill Means for Advisors and Clients (CFP® CE Eligible)

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.

2 min read
Taxes in Retirement: Planning Strategies That Protect Legacies (CFP® CE Eligible)

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.

2 min read
The Ins and Outs of Gifting (CFP® CE Eligible)

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.

2 min read
How to Leave Assets Tax‑Free: Advanced Estate‑Planning Strategies (CFP® CE Eligible)

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.

2 min read
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