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The One, Big, Beautiful Bill Act was signed into law on July 4, 2025. Join us to learn about this massive tax bill; we will only focus on the tax provisions in the new tax law. There may be some actions you need to do now to take advantage of some tax credits that may be expiring very soon. Also, there are some new provisions that we need to understand such as No Tax on Tips or No Tax on Overtime. If you are receiving Social Security, find out if you will be among those who will not have to pay taxes on this income. Please bring your questions and we will do our best to address them.

NOTE: The topic of this presentation has been updated to reflect late-breaking tax news.

Presented by Lawrence Pon CPA/PFS, CFP, EA, USTCP, AEP