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Description
Kick off the day with Roger Pine as he breaks down the OBBB Act and what the tax law changes mean for you and your clients. This session will equip you with the insights needed to proactively guide your clients through the evolving tax landscape and seize new opportunities.
Learning Objectives
By the end of this session, participants will be able to:
-Summarize the key provisions of the OBBB Act relevant to financial planning.
-Analyze how recent tax law changes may impact client financial strategies.
-Identify planning opportunities created by these legislative updates.
-Develop client communication strategies to address concerns and provide proactive tax guidance.