Join us for a timely and informative breakdown of the sweeping tax legislation known as the One Big Beautiful Bill (OBBB) — and what it means for individuals, families, and small businesses.
Speakers
Jennifer L. Climo, CPA, CFP®, MSFP
Owner • CEO & Senior Advisor
Jonathan C. Harrington, CFP®, MSFP, MST
Owner • Senior Advisor
About this event
The One Big Beautiful Bill (OBBB) introduces permanent and temporary reforms across the tax landscape, including changes to standard deductions, personal exemptions, child tax credits, business income deductions, and more.
Whether you're a small business owner or an individual taxpayer, understanding these updates is essential. In this webinar, we'll walk through the key financial and tax provisions of OBBB, including:
Join us to learn how to take advantage of the new provisions and prepare your finances accordingly.
Event Contact
Disclaimer:
This material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
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