One Big Beautiful Bill Act Video Series

CPC's Trevor Thompson, CFP®, CPWA®, Head of Wealth Solutions, Geri Lanning, CFP®, Senior Wealth Advisor, and Josh Voisine, CFP®, Senior Wealth Advisor, discuss key highlights of the One Big Beautiful Bill Act in this four-part video series:

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Part 1: Overview & Tax Rate Extensions & Deductions

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Part 2: Estate, Gift, & GST Planning

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Part 3: Business & Investment Opportunities

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Part 4: Strategic Planning Tips & Conclusion

Ready to begin?

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One Big Beautiful Bill Act Video Series