What Every Advisor Needs to Know Now
What You'll Learn
The House has advanced a sweeping new tax bill — and it’s packed with headline-grabbing changes that will reshape personal and business tax planning starting as early as 2025. Join nationally renowned tax expert Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, as he breaks down what’s in The One, Big,…
Tom Dickson
Financial Experts Network
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The House has advanced a sweeping new tax bill — and it’s packed with headline-grabbing changes that will reshape personal and business tax planning starting as early as 2025. Join nationally renowned tax expert Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, as he breaks down what’s in The One, Big, Beautiful Bill — and what it means for your clients.
From permanent personal tax rate changes to bold new deductions like MAGA Accounts, “No Tax on Tips,” and a dramatic shift in business incentives, this session will decode the most consequential tax proposals in years. You’ll also get insights into what’s not in the bill (spoiler: Social Security and carried interest) and how the Senate might reshape the final version.
🔍 Topics Include:
* Major updates to individual income tax rates, deductions, and exemptions
* Big changes to §199A, AMT, SALT caps, and estate tax thresholds
* New tax-favored vehicles: MAGA accounts, tip & overtime exclusions, student loan provisions
* Shifts in clean energy and charitable contribution deductions
* What advisors must know about planning for 2025 and beyond
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.