Broker Check
18 March
Actionable Tax Planning Strategies for the Current Landscape (Evening)

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-8795155.1b(03/26)

Date and Time

Wed, Mar 18, 2026

5:30p - 6:15p CST

Location

Virtual

PT45M

Event Registration

Will you be able to attend this event?


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