Chalk Discuss: The One Massive Lovely Invoice: What It Means for You
on Jul 24, 2025
“Actual Cash Questions. Knowledgeable Solutions”
When:
August 7, 2025
3:00 pm Japanese; 12:00 pm Pacific
~45 minutes & Q/A included
How: Zoom Assembly
Recorded and in a position to retrieve for one week
Value: Free to ongoing shoppers; $10 per session for visitors
Signal Up by Clicking Right here
The One Massive Lovely Invoice: What It Means for You
(For anybody curious in regards to the sweeping tax modifications and the way they might impression your loved ones)
Hosted by: Anna Sergunina, CFP®
Visitor commentator: Rob Colon, CFP® an in-house tax professional
By now, you’ve possible seen headlines in regards to the new laws dubbed the “One Massive Lovely Invoice” (OBBB) — a sweeping tax and coverage package deal that’s stirring up loads of questions.
At MainStreet, we all know these modifications can really feel overwhelming. That’s why we’re dedicating this Chalk Discuss: Actual Cash Questions. Knowledgeable 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 the important thing components of the brand new legislation that would impression your monetary life right now 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 will even share real-life examples and planning situations from latest consumer conversations, serving to you perceive how these modifications may have an effect on your individual monetary technique.
A few of the subjects we’ll focus on:
⁃ Modifications to the State and Native Revenue 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 non permanent, and what to look at
This Chalk Discuss is open to shoppers and visitors — and will likely be recorded and accessible for one month following the session.
Convey your questions. We’ll carry the readability.
Save the date. Subsequent Chalk Discuss Session is scheduled for November 18th, 2025