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Content provided by Mark Byelich, CFP® and Mark Byelich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Byelich, CFP® and Mark Byelich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The OBBBA: Updates and Reference Material

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Manage episode 504950344 series 3585467
Content provided by Mark Byelich, CFP® and Mark Byelich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Byelich, CFP® and Mark Byelich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 504950344 series 3585467
Content provided by Mark Byelich, CFP® and Mark Byelich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Byelich, CFP® and Mark Byelich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

  continue reading

39 episodes

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