WEBINAR REPLAY: Unpacking ‘One Big Beautiful Bill’ and Your Finances
The political landscape is shifting, and with it comes a sweeping set of proposed tax changes known as the “One Big Beautiful Bill” that could have meaningful impacts on how families build wealth, pass it on, and plan for the future. Our financial planning experts recently broke down what’s on the table, how it may affect your financial goals, and key strategies to consider now to stay ahead of the changes.
Key Topics:
- Changes to Income Taxes
- Updates to Estate Planning Rules
- Healthcare Impacts to Watch
- Strategic Planning Considerations for Business Owners & Families
Speakers:
- Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®, Director of Wealth Planning, Bryn Mawr Trust
- Lisa Borrelli, CPA, MT, Senior Wealth Strategist, Bryn Mawr Trust Advisors, LLC.
- Garrett Spangler, JD, LLM, Senior Wealth Strategist, Bryn Mawr Trust Advisors, LLC.
Begin your journey
Have questions?
Speak with an financial expert.
Recent Articles
-
Two the Point – Freedom From the Headlines
In this episode, we examine the many different states of a healthy market, which sometimes come as a surprise to…
-
Two the Point – One Economy, Two Stories
One economy, two stories. Manufacturing is improving and the labor market remains steady, while housing and business sentiment continue to…
-
Webinar Replay: Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook
Watch the replay of our webinar, Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook, where our investment research team…
Recent Insights
-
Webinar Replay: Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook
Watch the replay of our webinar, Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook, where our investment research team discusses navigating heightened uncertainty amid evolving geopolitical tensions.…
-
Rethinking Retirement Plans: Easier, Smarter, More Valuable (Ep. 20)
In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why today’s plans are more accessible, easier to manage,…
