Instant Insight: OBBBA & Charitable Giving

The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Watch Instant Insight: OBBBA & Charitable Giving, a brief, insightful interactive update where we discuss:

• New Charitable Deduction for Non-Itemizers
• New Floor on itemized deductions – a must know!
• Plan giving to optimize deductions and lower your lifetime tax bill 

RECORDED 8/19/25

Instant Insight: OBBBA & Education Planning

The OBBBA’s 900 pages addressed many facets of financial planning, including strategies for caring for your family through a thoughtful educational plan. Watch Instant Insight: OBBBA & Education Planning, a brief, insightful interactive update where we discuss:

• What new provisions of the law affect planning for the cost of education?
• 529 Plan changes – let’s review them
• Are there new savings options?

RECORDED 8/14/25

Instant Insight: OBBBA & Roth Conversion

You’re working on your financial future with thoughts of proactive tax planning, including the oh-so-popular Roth conversion strategy. And then… OBBBA is signed into law. Well, the Annex team has reviewed all 900 pages of the law – especially, the 400 which are tax provisions. Watch Instant Insight: OBBBA & Roth Conversions, a brief, insightful update where we discuss:

• • How The Permanent Extension of Tax Rates Enhances Roth Conversion Strategies
  • New Tax Deductions & Their Potential Impact on Roth Conversions
  • Strategic Planning to Navigate Phaseouts and Tax Cliffs

RECORDED 8/11/25

How The One Big Beautiful Bill Might Change Your Obamacare

Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or “The One Big Beautiful Bill Act”) which could have huge implications for ACA.

How might your retirement planning and healthcare planning change? Watch the recording from our informative webinar to find out.

RECORDED 7/30/25

What The Big Beautiful Bill Means For Your Taxes & Retirement

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.

In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.

RECORDED 7/23/25

The One Big Beautiful Bill: What Business Owners Need to Know

Whether you’re planning your exit, expanding your enterprise, or just getting started, this webinar is for you. We’ll unpack “The One Big Beautiful Bill.” Join us as we explore the following:

• • Exit and succession planning
  • Estate planning for business owners
  • Buying or selling a business
  • Choosing the right legal entity (LLC, S-Corp, C-Corp, etc.)

It doesn’t matter if you’re a seasoned entrepreneur or just starting out, this webinar will help equip you with the knowledge to make informed, strategic decisions.

RECORDED 7/17/25

The Big Beautiful Bill: Impact On Your Taxes & Retirement

On July 4th, President Trump signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages and understand what the law means for you, your taxes, and your retirement plan.

Join us for an interactive webinar where we’ll discuss how the new law:

• • Changes tax and your plan
  • Impacts financial planning
  • Provides opportunities for your future

RECORDED 7/9/25