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Breaking Down the Big, Bold Tax Bill: What Every Advisor Needs to Know Now
Guest Expert: Larry Pon, CPA,
Date:
Attendee's Excellent Rating: 91%
Webinar Replay Description

The program reviewed major provisions of a sweeping new House tax bill and, led by tax expert Larry Pon, analyzed its potential impact on personal and business tax planning starting in 2025, including changes to rates, deductions, MAGA Accounts, and planning implications.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Great updates on the proposed tax bill! Larry Pon is my favorite by far of the speakers on FEN
- Jacob S.

How to communicate changes on no tax on tips as well as changes for families with young children.
- Charlotte M.

Most changes presented were expected, surprised by some
- James K.

Thank you for the slides, it's a lot to digest - PTET / SALT Tax part was interesting... just helpful to see what was finalized & where the Senate will likely modify details
- Kirsten H.

missy@financia…

Fri, 05/23/2025 - 12:52

Comments
A few comments from listeners when they were asked what the learned from the webinar:

Great updates on the proposed tax bill! Larry Pon is my favorite by far of the speakers on FEN
- Jacob S.

How to communicate changes on no tax on tips as well as changes for families with young children.
- Charlotte M.

Most changes presented were expected, surprised by some
- James K.

Thank you for the slides, it's a lot to digest - PTET / SALT Tax part was interesting... just helpful to see what was finalized & where the Senate will likely modify details
- Kirsten H.
Breaking Down the Big, Bold Tax Bill: What Every Advisor Needs to Know Now 05-22-2025