Description
Please register today for our webinar featuring insights from the presentation Actionable Tax Planning Strategies for the Current Landscape presented by Bill Cass from Franklin Templeton. We will highlight the recent changes to deductions, credits, investment rules, charitable strategies, and retirement planning. You will leave with practical steps you can put to work right away.
What you will learn:
- Key updates from the One Big Beautiful Bill Act
- How new deductions for seniors, tips, overtime, and auto loan interest could affect your 2026 return
- Planning ideas to manage brackets, Roth conversions, and capital gains
- Charitable giving strategies that reduce taxes
- Wealth transfer considerations as estate rules shift
This presentation by William Cass of Franklin Templeton is being sponsored in whole by Franklin Distributors, LLC. William Cass is solely responsible for the content of his presentation. Equitable Advisors, LLC and its affiliates are not affiliated with Franklin Distributors, LLC. PPG-8795155.1c(03/26)
Date and Time
Wed, Mar 18, 2026
1:00p - 1:45p CST