Webinar: 2025 Tax Law Changes & Financial Planning Impacts: What You Need to Know Now
Major tax changes are on the horizon—and understanding what’s at stake now can help you avoid costly mistakes later.
Join Lisa Mrkall, CPA of Tronconi Segarra & Associates for a timely, strategic overview of the proposed 2025 tax legislation—along with insights from her guest expert Nicholle Overkamp, ChFC®, CDFA®, CEO of Wilcox Financial Group, on how these updates may affect your financial plan.
Whether you're a business owner, high-income earner, or focused on preserving family wealth, this webinar will help you stay ahead of the curve and plan with purpose.
We’ll cover:
• Key highlights from the President’s proposed tax changes
• Impacts for individuals, business owners, and families
• Time-sensitive planning windows and compliance concerns
• Wealth transfer and gifting strategies worth exploring now
• Opportunities for tax-efficient investing, retirement, and succession planning
Plus: Live Q&A
Date and Time
Tuesday Jun 17, 2025
12:00 PM - 1:00 PM EDT
Fees/Admission
Free
Website
Contact Information
Carolyn Powell
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