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Retirement planning continues to evolve with major legislative changes shaping the way individuals and employers prepare for the future. This webinar will explore the One Big Beautiful Bill Act (OBBBA) alongside the SECURE Act and SECURE Act 2.0, providing professionals with a clear understanding of how these laws impact retirement savings, plan design, and long-term financial security.
Participants will gain insight into the types of retirement plans offered by employers and government entities, along with practical steps to assess and meet individual retirement goals. The session will also look ahead to how the President’s agenda, congressional attitudes, and budget considerations may influence retirement policy in the coming years.
Whether you advise clients, manage employee benefit plans, or are preparing your own retirement strategy, this program will equip you with the knowledge to navigate the changing retirement landscape
Learning Objectives:
Key Topics Covered:
Who Will Benefit?
Tax professionals, financial planners, HR professionals, benefits administrators, and anyone seeking to better understand the impact of recent legislation on retirement planning.
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Trust Fund Recovery Penalty and Claim for Refund
Advanced QuickBooks Online Analysis
Tax Legislation Alert: The One Big Beautiful Bill Act of 2025 (OBBBA)
Employer and Payroll Updates due to the OBBBA
