Our Year-End Planning Strategies webinar shared actionable insights to help you maximize your wealth and prepare for the changes coming in 2026. We also discussed key provisions of the One Big Beautiful Bill Act (OBBBA) and how they will impact individuals and business owners.
Topics covered include:
- Year-end moves to reduce your tax bill
- Retirement planning opportunities
- Charitable giving strategies
- Roth conversions
- Important tax and legislative updates
- OBBBA impacts and deadlines
- What to expect in 2026
Don’t miss this opportunity to gain practical insights and prepare for what’s ahead.