Understanding the One Big Beautiful Bill Act

Join us for an expert led Zoom seminar series designed to demystify the ground breaking One Big Beautiful Bill Act. This six part series will provide a comprehensive look at the Act's key provisions, tax implications, and estate planning strategies.

General Overview

Get an introduction to the One Big Beautiful Bill Act, including its legislative background, core components, and the impact it may have on individuals and professionals across sectors.

With:

Ben Griffith, CFP
Jessica Carlsen-Buszka, Financial Advisor
Andy Kellogg, Financial Advisor

September 16, 2025 - 10:00 am

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September 18,2025 - 6:00 pm

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Income Taxation Under the Act

Explore how the Act reshapes income taxation for individuals, small businesses, and high-net-worth earners. We’ll break down the new brackets, deductions, and planning strategies.

With:

Susan Jacobs, CPA


September 23, 2025 - 10:00 am

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September 25, 2025 - 6:00 pm

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Estate Planning Strategies

Dive into how the Act affects wealth transfer, trusts, and long-term planning. Learn how to adjust estate strategies to protect your legacy under the new framework.

With:

Leigh Beauchamp, Estate Attorney
Sarah M Meinhart, Estate Attorney

September 30, 2025 - 10:00 am

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October 2, 2025 - 6:00 pm

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Are you ready? Let’s uncover the possibility of working together.

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