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
Date and time
Location
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 is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
