Back in 2018, I was excited to help clients navigate TCJA — what we thought was a once-in-a-lifetime tax reform.
Now, with OBBBA, we get a second one. The world’s attention is on tax planning again.
This isn’t more work. It’s the biggest opportunity for advisors to shine.
In this video, I’ll walk you through the most impactful changes for both individuals and businesses.
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