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You may be getting questions about new tax provisions included in the One Big Beautiful Bill Act. Here’s a breakdown of who are some of the Act’s big winners. Start helping your clients now navigate these new provisions.
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The economic fallout of import tariffs on Canada, Mexico, and China depends largely on how long they stay in effect, according to Wharton’s Jeremy Siegel.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025