(Seminar recording) One Big Beautiful Bill: What It Means for Your Financial Plan
Date: Monday, August 4, 2025
Time: 10:00 AM Mountain Time

For those who were unable to attend the seminar, we have made a recording of the event available here on this webpage. In the seminar, we unpacked key provisions of the “One Big Beautiful Bill” and explored how recent legislative changes may affect education planning, business strategy, and personal tax efficiency.

LISTEN BY CLICKING HERE: Big Beautiful Bill Seminar Audio

What we covered:

• Upcoming changes to 529 education accounts

• Tax advantages for business owners and plan sponsors

• Individual tax opportunities, including credits tied to American-made vehicle purchases

• How to position portfolios and plans under the new rules

• Live Q&A with our panel

Speakers: Principal Asset Management  • Levin Wilson, Regional Consultant • Jim Vaughn, CPA • Theresa Saiz, Accounting & Tax Prep.