top of page

Virtual Webinars with Our Experts

2026 Tax Update Webinar

2026 Tax Update Webinar

Congress has passed sweeping tax legislation that will impact millions of Americans filing their 2025 tax returns in 2026 — and the changes could significantly affect your financial plan. 💰 Join us for our upcoming 2026 Tax Updates Webinar, hosted by: • John-Mark Young, CFP® – President & Co-Chief Investment Officer • Tim Hilterman, CFP® – Chief Financial Planning Officer • Kage Rush, CPA – Chief Financial Officer Our team will break down what’s new, what’s changing, and what planning opportunities you should be aware of. 🧠 During this webinar, you’ll learn about: ✅ Expanded deductions and credits that could lower your tax bill ✅ New provisions affecting tips, overtime income, and retirees ✅ Increased Child Tax Credits and expanded SALT deductions ✅ Key changes to energy credits and other temporary provisions ✅ Strategic planning moves to consider in 2026 Many of these updates will apply automatically — but the greatest opportunities often come from proactive planning. ⏳ ✨ Don’t miss this essential update for the 2026 filing season.
bottom of page