August 7, 2025
Recent federal tax changes, specifically those from H.R.1 (the “Big Beautiful Bill”), have sparked fierce debate. However, now that the act has been signed into law, one thing is clear: the extended lower tax rates and expanded deduction windows create real advantages for clients who act early.
To get clarity on how your retirement planning conversations should shift in response, we’re working with North American for a live webinar on how to turn today’s tax rules into long-term value. Join Ed Slott, CPA, on August 14th at 11:30 AM PT (2:30 PM ET) to learn more about cutting through the noise. With Andrew Rinn — North American’s own AVP of Advanced Sales Strategy — as the event’s host, you’ll hear five tangible opportunities the Big Beautiful Bill (BBB) brings and how you can capitalize on each with a first-mover advantage.
Our Webinar Topics — Preparing You for What Comes Next
When tax rules change, headlines can overshadow strategic planning. How you help clients respond to a tumultuous situation makes all the difference. We have a sneak peek at the topics these experts will cover, but you’ll need to listen live to hear the exclusive recommendations.
Make the Most of Today’s Tax Climate
Hear how to translate today’s lower tax environment into strategies that help clients maximize their retirement income, without waiting for tax law to dictate a decision. You’ll leave with language and tactics you can use in your next client meeting to show immediate planning value.
Protect What’s Already Been Built
Aligning with today’s retirement shifts isn’t about reinvesting accounts from the ground up. Gain timely insights to help clients reposition assets and minimize unnecessary tax drag, maintaining existing progress before new rules or rate changes make those moves more challenging.
Become the Resource Prospects Are Looking For
From questions about tax exposure to confusion over lengthy regulatory adjustments, anyone concerned about their retirement or legacy planning is actively looking for answers. This webinar gives you a framework to meet those needs head-on and differentiate your practice by offering straightforward, timely next steps.
Rethink Familiar Strategies
Tax law isn’t standing still, and neither should your advice. Ed and Andrew will outline what’s changing and why now is the time to revisit outdated strategies, rethink timing, and stay ahead of new client expectations.
Get Ahead of Change While The Window’s Still Open
Today’s tax environment won’t last forever, and clients are counting on you to help them make the most of it. With lower rates still in place and new rules already reshaping standard planning approaches, this is your moment to deliver clarity and leadership when it matters most.
