Upcoming Webinar: The One Big Beautiful Bill Act: What It Means for Your Taxes, Estate, and Financial Plan

Join us on December 2 for our virtual webinar, “The One Big Beautiful Bill Act: What It Means for Your Taxes, Estate, and Financial Plan”. Led by The Kelly Group Partners Chad Arrington, CFP®, and Tom Cusick, CFP®, the webinar will break down how the new law reshapes planning for families, retirees, business owners, and Maryland residents.

Key topics will include:

-Income tax and deduction updates, including expanded family credits

- Retirement planning strategies, from deductions to Roth conversions

- Estate and charitable planning under high exemption limits

- Key business provisions and Maryland-specific tax changes for high earners

Chad and Tom will explain what’s changed, why it matters now, and the steps you may want to consider taking before year-end. Register today: https://attendee.gotowebinar.com/register/556675491747862364