As 2025 closes and a new year begins, there’s a lot to consider when it comes to estate and tax planning—especially if your financial situation is more complex.

About Event:

In this exclusive webinar, Janney explores changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:

Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes

View the video below for expert insight into the impact of the tax rules and how they may affect you and your long-term financial goals.

Featuring:

Jay Guyer, J.D., CFP® | Vice President, Senior Financial Planner

Kathleen Stewart, J.D., AIF® | Vice President, Senior Financial Planner

Event Recording:

Watch the video below.

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