ON-DEMAND FINANCIAL PLANNING WEBINAR

Avoid the Tax Surprises Hidden in the One Big Beautiful Bill Act  

How the OBBB Act Could Cost High Earners More & What to Do Before 2026

The One Big Beautiful Bill Act is over 870 pages long with 493 amendments. Hidden inside are tax changes that could impact high-income families in ways most people don’t realize. From new deductions and phase-outs to shifting estate exemptions, these changes could affect how much of your income and legacy you keep. 

Join Nick Johnson, CFA®, CFP®, President and Chief Investment Officer of Willis Johnson & Associates, for a clear, actionable walkthrough of what’s changing and how to prepare before changes take effect. 

In this session, you’ll learn:  

  • 2026 Tax Threshold Changes - How to manage bonuses, IRA distributions, and investment income strategically to avoid triggering costly phase-outs.  

  • Changes to Deductions – What the new higher standard deduction and shifting SALT/itemized deductions rules mean for your giving, medical expenses, and more. 

  • Wealth Transfer Strategies – How to use charitable gifting and other estate planning tools to minimize future taxes. 

If you have significant income, investments, or estate plans, this is an event you won’t want to miss.

Watch now by filling out the form.