As 2026 approaches, taxpayers are navigating one of the most significant shifts in recent tax policy, the newly enacted One Big Beautiful Bill Act (OBBBA), while also preparing for the 2026 sunset of the Tax Cuts and Jobs Act (TCJA), and the continuing rollout of SECURE Act 2.0.

Join us for a timely Q&A-style discussion with Anthony, Laura, and Joseph as they break down what OBBBA means for individuals and businesses, highlight strategies to maximize year-end savings, and provide insight into how the evolving tax landscape could affect your planning for 2026 and beyond. You’ll learn more about:

• OBBBA provisions: What’s included in the new law, key tax changes for individuals and businesses, and immediate year-end planning considerations
• The status of TCJA provisions set to expire at the end of 2025 and potential legislative extensions, including individual rate cuts, increased standard deduction, and lifetime estate/gift tax exemption
• SECURE Act 2.0 updates: Required Minimum Distributions (RMDs), catch-up contributions, student loan matching, and more
• IRS enforcement and compliance: Developments around the Employee Retention Tax Credit (ERC) and other IRS focus areas
• Economic landscape: Overview of timely topics shaping the current tax and financial environment
• Year-end tax-saving strategies you can act on now to position yourself for 2026

Whether you’re a business owner or an individual taxpayer, this webinar will equip you with practical tools to make sense of OBBBA and the broader tax landscape and to stay ahead in your year-end planning.