A Tax Odyssey: What Financial Planners Should Be Telling Their Clients

A review of tax and financial planning options your clients need to consider in the current – and “permanent” – tax landscape. 1.5 CE credit
About this Event

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:30 A.M. Program

Speaker: ,

A review of tax and financial planning options that your clients need to consider in light of the current – and “permanent” – tax landscape. We will discuss old and new planning opportunities and, more importantly, we will review tax planning strategies that clients should consider before year end to reduce the impact of an “un-changing” tax world.

Learning Objectives:

1. Update on the One Big Beautiful Bill Act ’25 (OBBA) tax provisions and recent regulations.
2. Discuss planning opportunities that all clients need to consider keeping their tax and financial plans relevant and current including ROTH conversions.
3. Review year-end tax planning strategies to reduce the impact of taxes on financial decisions.

Meeting sponsors: and