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.
Bryan Schmitt, CPA, CFP®, MT - Owner, Schmitt & Associates, LLC
My name is Bryan and my career began in 1983 with a small, four-person CPA firm. Over the years, I gained experience at a variety of firms ranging from a mid-sized practice to a large regional firm with four offices, and ultimately a national Big Four accounting firm. I later spent several years at the College for Financial Planning, which expanded my expertise beyond tax and accounting and strengthened my ability to advise clients on a broad spectrum of financial matters. When I’m not in the office, you’ll likely find me on the golf course, doing my best to embrace the game’s many challenges. Sports have been a lifelong source of joy for me, and they continue to be a great outlet and balance in my life.
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.
