Please join Ryan Kellinger, CFP®, Advisor, as he dives into the implications of “The One Big Beautiful Bill” passed by the House in May of 2025. The bill includes sweeping changes that may affect your retirement, income, estate, and family taxes. With the 2025 tax filing looming, join Ryan as he details that changes you must be aware of and how they may impact your plan.
Topics include:
- 2017 Tax Cuts and Jobs Act (TCJA) made permanent
- Retirement Plan updates for 2026
- Changes to deductions for families and seniors
- New savings accounts for children
- Business Tax Changes
- Federal spending and benefit reform