What the One Big Beautiful Bill Means for Advisors and Clients
WEBINAR REPLAY
Signed into law on July 4, 2025, the One Big Beautiful Bill has reshaped the tax landscape for advisors and their clients. Join David Haughton, JD, CPWA®, Senior Corporate Counsel at Wealth.com, as he cuts through the complexity and explains the most significant changes—and what you can do about them now.
This webinar will provide clear, actionable insights on critical updates, from increased estate tax exemptions and expanded deductions to new savings vehicles and planning opportunities. Ensure you're fully informed and ready to guide your clients confidently through the new tax environment.
You’ll Learn:
- How to leverage the increased $15M estate tax exemption
- Strategic approaches to managing the new SALT deduction cap
- Long-term planning strategies with permanent tax brackets
- Ways to capitalize on bonus depreciation and enhanced Section 179 deductions
- Opportunities with Trump Accounts for child-focused savings
- Immediate planning wins with expanded deductions for seniors, children, and adoption
- The broader scope of qualified expenses for 529 plans