Tax Planning Webinar
Strengthen Your Financial Future: Essential Year-End Tax Strategies
As we approach the end of the year, proactive tax planning is more critical than ever, especially with significant new legislation like the One Big Beautiful Bill Act (OBBBA) introducing major changes to deductions, credits, and savings vehicles. Don't wait until tax season to discover the impact on your wealth!
Join Financial Advisor Cameron Fraker for this crucial, forward-looking webinar featuring a special guest, Bryan Schmitt of Schmitt & Associates, a trusted local Certified Public Accountant (CPA).
Agenda:
- What is tax planning?
- Common tax strategies
- OBBBA (One Big Beautiful Bill Act) Highlights:
- Tax Brackets
- Estate Tax Exclusion
- Mortgage Interest
- Additional Standard Deduction for ages 65+
- Auto Loan Interest
- Trump for Babies
- Charitable Tax Deductions
- Date: Thursday, November 20th
- Time: 5-6 pm MT
- Location: Zoom
- RSVP: Registration is required. Click here to save your spot: https://us06web.zoom.us/webinar/register/WN_INSn9O3kTFuacoh-GTwHPQ
Speakers:
Cameron Fraker, CFP® - LPL Financial Advisor
My name is Cameron Fraker, and I am currently the Vice President of Johlfs Wealth Management and have been associated with the company since 2017. My time during the workday is spent in front of clients as well as handling operations and software management. I enjoy spending time creating efficiencies both for JWM as well as for the clients we serve.
Disclosure: This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Bryan Schmitt, CPA, Schmitt & Associates, LLC, is not affiliated with or endorsed by LPL Financial and Johlfs Wealth Management.
