Navigating the One Big Beautiful Bill Act

Prepare your clients for the most significant shift in the financial landscape this decade with our focused seminar, "Navigating the One Big Beautiful Bill." On July 4, 2025, a landmark 800-page piece of legislation was signed into law, fundamentally altering tax codes, retirement incentives, and family savings vehicles. APEG has meticulously dissected this massive bill to filter out the noise and focus exclusively on the "Mainstreet" provisions that matter most to your clients. From the permanent extension of favorable tax brackets to the introduction of "Trump Accounts" for children and new deductions for auto loan interest and seniors, this 50-minute presentation breaks down complex legislative jargon into clear, actionable insights.

Designed for maximum flexibility, this turnkey package equips you to host a high-impact event whether you are meeting in a local boardroom or a virtual webinar room. You won’t just be presenting facts; you’ll be providing a roadmap for tax efficiency. The package includes a comprehensive 13-page set of supporting notes and a "Quick Reference Chart" to help you navigate the bill's nuances during the Q&A session. By highlighting specific planning opportunities—such as maximizing the expanded Child Tax Credit or leveraging new deductions for tips and overtime—you position yourself as the proactive advisor your clients need to navigate this "once-in-a-generation" legislative shift.