Start 2026 Strong: Grow Your Business Through Financial planning Opportunities in the OBBBA

By the end of this program, participants will be able to:

Describe key OBBBA provisions that create new deductions and analyze how they may reduce a client’s adjusted gross income (AGI) and open planning opportunities.

Identify clients who are, or can be positioned into, the 10% and 12% federal income tax brackets using client income data, tax projections, and basic return information.

Develop and evaluate financial planning strategies—such as Roth conversions, capital gain realization, and income-timing techniques—that intentionally utilize the 10% and 12% brackets to improve clients’ long-term after-tax outcomes.