Tronconi Segarra & Associates: 2025 Tax Law Changes & Financial Planning Impacts Webinar 6/17/25

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

Register: https://attendee.gotowebinar.com/register/6027638639769315160?source=Amherst+Chamber