Educational Tax Seminar in Fort Collins, CO

Presented by an Enrolled Agent. Presentation is approximately 40 minutes.

On July 4th, 2025, a new large tax bill was approved called One Big Beautiful Bill Act (OBBBA). Several changes were made to income tax law, many of which will sunset. Come learn the details and how to take advantage of these changes.

What You’ll Learn

• Overview of many tax law changes
• Key provisions of the new bill that directly impact retirees and pre-retirees
• Tax planning opportunities
• Five strategies for OBBBA
• Steps to update or create a plan that adapts to changing rules

Who Should Attend?

This seminar is designed for individuals and couples who are:

• Seeking clarity and confidence about new laws
• Concerned about taxes and legislation affecting their retirement income
• Interested in estate planning strategies
• Clarity on how new laws affect Roth Conversions

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