This session explores how the BBB reshapes financial planning for individuals. From retirement account changes and capital gain strategy shifts to estate planning limitations and charitable contribution rules, the bill alters many core planning assumptions.
CPAs will walk away with clear insights on helping clients revise their plans—especially those in transition or with significant assets—and how to collaborate more effectively with other advisors in a comprehensive planning framework.
Who Should Attend: Tax Practitioners, Estate & Trust Specialists, Business Advisors