The tax landscape is shifting with major updates introduced by the One Big Beautiful Bill Act. These changes bring new complexities for CPAs, tax advisors, and financial planners.
Discover how recent changes affect your clients and gain practical strategies in this on-demand webinar from Avantax by Cetera, a trusted name in tax-intelligent planning.
Permanent rate brackets, expanded deductions, and new exemptions are only the beginning. The bill also reshapes key areas such as QBI deductions, the cap on SALT deductions, and bonus depreciation rules. These shifts carry significant implications and understanding the new framework is critical.
You'll learn:
- Overview of key tax law changes.
- How new and expanded tax deductions and credits reshape planning opportunities.
- Strategies for advising clients on investments, retirement, and estate planning.
Avantax is a distinct community within Cetera Wealth Services, LLC. Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC;Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings). All of the referenced entities are under common ownership. Cetera and entities under common ownership are not affiliated and under separate ownership from Accounting Today.
Financial professionals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
