Understanding the OBBBA: Tax Strategies for the Mass-Affluent Market

Join us for an insightful webinar exploring the key elements of the “One Big Beautiful Bill Act” (OBBBA), designed to help financial planning professionals better understand and apply principles that support mass-affluent clients. This session will feature a panel of distinguished experts who will share practical strategies, case studies and actionable guidance.

This session is ideal for CFP® professionals, Registered Programs educators and candidates for CFP® certification who are seeking to deepen their expertise in serving mass-affluent clients and to enhance their strategic planning capabilities.

This two-hour webinar is eligible for 2 general CE credits.

Speakers:

• David R. Peters, CPA, CFP®, MST, CLU, CPCU – Founder, Peters Professional Education
• Colleen Carcone, J.D., CFP® – Director of Wealth Planning Strategies, TIAA
• Chia-Li Chien, PhD, CFP®, PMP® – Managing Director of Professional Practice, CFP Board

Learning Objectives:

By attending this webinar, participants will be able to:

• Identify OBBBA deductions and credits impacting personal tax liability.
• Recognize how OBBBA changes affect standard and itemized deductions.
• Examine strategies to reduce AGI/MAGI through allowable deductions.
• Integrate tax credit opportunities into personal financial planning decisions.