Chalk Discuss: The One Large Lovely Invoice: What It Means for You
on Jul 24, 2025
“Actual Cash Questions. Professional Solutions”
When:
August 7, 2025
3:00 pm Jap; 12:00 pm Pacific
~45 minutes & Q/A included
How: Zoom Assembly
Recorded and in a position to retrieve for one week
Price: Free to ongoing shoppers; $10 per session for company
Signal Up by Clicking Right here
The One Large Lovely Invoice: What It Means for You
(For anybody curious concerning the sweeping tax adjustments and the way they could affect your loved ones)
Hosted by: Anna Sergunina, CFP®
Visitor commentator: Rob Colon, CFP® an in-house tax skilled
By now, you’ve probably seen headlines concerning the new laws dubbed the “One Large Lovely Invoice” (OBBB) — a sweeping tax and coverage package deal that’s stirring up loads of questions.
At MainStreet, we all know these adjustments can really feel overwhelming. That’s why we’re dedicating this Chalk Discuss: Actual Cash Questions. Professional Solutions. session to breaking down what issues most — with out the noise or the jargon.
Anna Sergunina, CFP®, will host this partaking dialog with Rob Colon, CFP®, who will stroll by way of the important thing components of the brand new regulation that would affect your monetary life in the present day and sooner or later. Whether or not you’re actively planning for retirement, elevating a household, or simply attempting to grasp what modified — this session is for you.
Rob may even share real-life examples and planning situations from latest shopper conversations, serving to you perceive how these adjustments may have an effect on your personal monetary technique.
A number of the matters we’ll focus on:
⁃ Modifications to the State and Native Earnings Tax (SALT) deductions
⁃ Impacts on the kid tax credit score
⁃ Expiration of energy-efficient tax credit
⁃ Introduction of “Trump Accounts” for faculty financial savings
⁃ Updates to the usual deduction — and what it means for you
⁃ What’s everlasting, what’s momentary, and what to look at
This Chalk Discuss is open to shoppers and company — and can be recorded and accessible for one month following the session.
Carry your questions. We’ll carry the readability.
Save the date. Subsequent Chalk Discuss Session is scheduled for November 18th, 2025