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:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
