Register Below to Join this Free Webinar!
The Big Reveal: What the New Tax Law Means for You, Your Clients, and 2025 Planning
Wednesday, July 16 at 4:00 PM ET/1:00 PM PT
Massive tax cuts. Surprising twists. Eye-popping planning opportunities. The One Big Beautiful Bill is now law—and it’s the most sweeping tax legislation since 2017.
Join us for this urgent advisor-only briefing, co-sponsored by Holistiplan and Horsesmouth, to decode what just happened and how to start thinking about guiding clients through the new tax landscape.
In this webinar, you’ll learn:
- Key Tax Policy Focus Areas: Understand the TCJA extensions, changes to the SALT cap, and new deductions related to seniors, tips and overtime pay, and how varying effective dates and expiration timelines will impact planning.
- Planning Opportunities for Retirees and Heirs: Explore how the $15M estate tax exemption, senior deductions, and AMT relief reshape retirement and wealth transfer strategies.
- Timing Is Everything: Learn which strategies to act on now while provisions are live, and how to frame temporary opportunities for clients before the next election cycle.
- Turn Tax Law Into AUM: Use the OBBB Act as a conversation starter with clients and prospects to showcase your value and deepen your planning relationships.
Sign-up now for this Holistiplan and Horsesmouth Webinar!
Sponsors:
Holistiplan: Founded in 2019, Holistiplan helps advisors in our field efficiently and consistently provide financial planning services to clients.
Horsesmouth: Founded in 1996, Horsesmouth provides financial professionals with extensive resources to educate clients and expand their businesses.
Presenter:
Debra Taylor:
Debbie Taylor is Horsesmouth’s Director of Practice Management and Chief Tax Strategist and Managing Partner with Carson Wealth Management. She was the principal and founder of Taylor Financial Group, LLC, a fullservice wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many disciplines including legal and public accounting. She is the co-creator of Horsesmouth’s Savvy Tax Planning program and is often quoted in national publications.
