The tax landscape continues to evolve—and many of the most talked-about proposals could materially reshape how advisors plan for income, deductions, and long-term wealth strategies.
In Beyond OBBBA, Part 2, nationally recognized CPA Larry Pon goes beyond headlines to analyze a new set of proposed tax changes often referred to as “Trump Accounts” and related initiatives. More importantly, he translates these ideas into practical financial planning considerations advisors need to understand now.
This session will cover:
🔹 Trump Accounts: What these accounts are intended to accomplish, how they differ from existing retirement and savings vehicles, and where they may fit (or conflict) with current planning strategies.
🔹 New Deductions: Larry will explore several high-profile proposals and their real-world implications, including:
- No Tax on Tips – Who truly benefits and what this means for income planning.
- No Tax on Overtime – Planning opportunities and unintended consequences.
- No Tax on Car Loan Interest – How this could influence consumer behavior and debt strategies.
- Enhanced Senior Deduction – Planning opportunities for retirees and near-retirees.
🔹 Opportunity Zones: A deeper look at Opportunity Zones in the current environment—what’s changed, what still works, and how advisors should evaluate these strategies within broader tax and investment plans.
Throughout the webinar, Larry will connect each topic to actionable financial planning insights, helping advisors:
- Identify which clients may benefit most (and least)
- Anticipate planning pitfalls and compliance issues
- Adjust tax-aware strategies amid political and legislative uncertainty