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 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 company
Signal Up by Clicking Right here
The One Large Lovely Invoice: What It Means for You
(For anybody curious concerning the sweeping tax modifications and the way they might affect your loved ones)
Hosted by: Anna Sergunina, CFP®
Visitor commentator: Rob Colon, CFP® an in-house tax professional
By now, you’ve probably seen headlines concerning the new laws dubbed the “One Large Lovely Invoice” (OBBB) — a sweeping tax and coverage bundle 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. 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 the important thing parts of the brand new legislation that would affect your monetary life at this time 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 also share real-life examples and planning situations from current shopper conversations, serving to you perceive how these modifications would possibly have an effect on your personal monetary technique.
A few of the subjects we’ll talk about:
⁃ 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 school financial savings
⁃ Updates to the usual deduction — and what it means for you
⁃ What’s everlasting, what’s short-term, and what to look at
This Chalk Discuss is open to shoppers and company — and will likely be recorded and obtainable 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
