Hot Topic Webinar: The One Big Beautiful Bill—What Changed (and What to Do)
Date/Time: Wednesday, September 24 at 12:00 – 1:00 PM CDT
The One Big Beautiful Bill Act brings sweeping tax changes—some permanent, some temporary—that likely affect you.
In this live session, Jon Meyer, CFP® will break down the most important provisions and highlight practical moves you can make now. You’ll walk away with actionable steps to help keep more of what you earn and align your finances with your goals.
Join us on September 24 to learn what the changes mean for you, your family, and your long-term financial strategy.
What You’ll Learn
- How tax brackets, deductions, and credits affect individuals
- What’s changing with estate and gift taxes and how to prepare
- How to approach charitable giving, SALT deductions, and mortgage rules
- Opportunities for business owners that flow through to individual returns
- Which provisions expire and how to plan before deadlines hit
Who Should Attend
This webinar is designed for couples and individuals who:
- Want to understand how the new tax law impacts their income, estate, and investments
- Need to coordinate charitable giving, retirement income, and business ownership with new rules
- Are looking for practical tax-planning strategies tailored to high-income families
Presenters:
Principal, President, BGM Wealth Management Group
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
