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Description
The tax code just changed—again. Are you ready to lead the conversation?
The?One Big Beautiful Bill Act?(OBBBA) includes sweeping tax changes—but for clients at or near retirement, it’s the planning implications that matter most. From Roth conversions to estate strategies, the rules have shifted—and most advisors haven’t caught up. That’s your edge.
Join Ed Slott and Company LLC for a fast-paced session focused on the most relevant OBBBA updates for retirement planning. Get actionable insight into what’s changed, what’s at risk, and what to do next—with a clear path to deeper client conversations and long-term tax savings.
Learning Objectives
• Learn how to unlock new Roth conversion opportunities under OBBBA’s extended low tax brackets—and why timing is more critical than ever.
• Learn how to avoid the $6,000 mistake that could cost your clients far more in the long run—how to reframe Roth planning under OBBBA.
• Learn how to leverage the $15 million estate exemption before the planning window quietly tightens—especially for high-net-worth clients.
• Learn how to stack the new $40K SALT cap with charitable strategies to help high-income households preserve key deductions.