What the One Big Beautiful Bill Means for Advisors and Clients (CFP® CE Eligible)
On-Demand Webinar
Signed into law on July 4, 2025, the One Big Beautiful Bill (OBBBA) brings sweeping tax changes that are already reshaping the financial planning landscape. In this timely webinar, David Haughton, JD, CPWA®, breaks down what advisors need to know and how to take immediate action.
The law affects everything from estate taxes and deductions to retirement savings, education funding, and family-focused tax strategies. Whether you serve high-net-worth families, retirees, or next-gen clients, this session will equip you with the insight and confidence to navigate this new environment and guide your clients through it.
What You’ll Learn:
- How to leverage the increased $15 million estate tax exemption
- Strategic planning with the new SALT deduction cap
- What permanent tax brackets mean for long-term planning
- How to optimize bonus depreciation and Section 179 deductions
- How Trump Accounts support tax-advantaged savings for children
- Expanded deductions for seniors, dependents, and adoption expenses.
- New opportunities within 529 plans and education-related planning
The OBBBA is massive but this session simplifies what matters most. If you’re advising clients through complex tax planning, this is a must-watch replay.
Watch now and stay ahead of the curve on tax, estate, and wealth planning strategy. After viewing the webinar, take a 10-question quiz when prompted. Pass rates of 80% or above will receive .5 hours of CFP CE credit.
You’ll hear from:
Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
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