Back to Main Menu

Back to all Insights & Resources

Tax Planning Opportunities Under the New “One Big Beautiful Bill” Act

Date: November 20th, 2025
Time: 11:00 am EST
Register for this event here
Date:
November 20th, 2025
Time:
11:00 am EST
Location:
Webinar
Event Type:
LIVE FROM PHILLY

Join us on Thursday, November 20, at 11 a.m. ET as Kitces Lead Financial Planning Nerd Jeffrey Levine will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. Walk away with actionable tactics that can help you and your clients navigate the OBBBA’s sweeping changes.

Approved for one hour of CFP CE Credit.*

Please note, this webinar is for financial advisors only.

SHARE

Related Insights

Monthly Moves: Charting Our Strategies, September 2025 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, September 2025

October 7, 2025
By Sean Clark, CFA®
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
Learn More
Benchmark Review & Monthly Recap, September 2025 Page Link
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, September 2025

October 6, 2025
The major U.S. stock indices posted new all-time highs in September with a new index joining this club—the Russell 2000. After almost four years, this small-cap index joined its large-cap counterparts with a new high.
Learn More
Is the Market in a Bubble? Page Link
Office Hours
Office Hours

Is the Market in a Bubble?

October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.
Learn More

Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.

You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.