This July, Congress passed the One Big Beautiful Bill Act—a wide-ranging tax law with implications for income taxes, gifting strategies, charitable deductions, and small business planning. This legislation makes several 2017 tax provisions permanent and introduces new time-sensitive opportunities and thresholds.

Two Times to Attend:  4pm and 7pm

We'll cover:

✅ What’s now permanent—including the extension of lower income tax rates and a higher standard deduction

✅ What’s changing in 2026 and 2028—including estate exemptions, charitable deductions, and the SALT cap

✅ What opportunities exist now for Roth conversions, income timing, and legacy planning1

✅ Updates to charitable deduction eligibility for both itemizers and non-itemizers

✅ Which tax bracket, deduction, and exemption changes are now locked in

✅ What’s temporary—including a $40,000 SALT deduction cap, tip income deductions, and auto loan interest rules

✅ Why 2028 could be a pivotal year for those considering Roth conversions, strategic gifting, or income deferral