Overview
Amundsen Davis's in-person series for advisors is intended to facilitate a collaborative relationship among business advisors so we can better serve our clients.
With the One Big Beautiful Bill Act now approved, sweeping changes are set to transform taxation, retirement planning, and estate strategies. This presentation will break down the key economic, tax, and financial planning provisions included in the legislation—and explain what they mean for you and your clients. From new opportunities to emerging risks, we’ll explore how this landmark bill is reshaping the estate planning landscape.
Join us to learn how the bill:
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Changes taxation and creates planning opportunities
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Impacts estate planning strategies
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Affects retirement planning and investment decisions
Location:
At Amundsen Davis's Appleton Office
2800 East Enterprise Ave., Appleton, WI
Professionals
Senior Counsel
Associate
