📽️ ICYMI:. Our recent webinar, “What the One Big Beautiful Bill Means for Advisors and Clients,” is now available on demand!. If you couldn’t join us live, this session breaks down what the new provisions mean for your clients. ▶️ Watch the recording now:

Please join us in congratulating Eva Deniz on her well-deserved promotion to Regional Sales Manager - Central Region at 🎉. In this new role, Eva will continue driving growth and adoption across the Central U.S. by building strategic partnerships,

RT @matt_gottshall: Estate Planning is not fun to think about . It is not something most think is important, especially when you are younge….

RT @StreetCred_PR: ⛵ In this episode of PRess Play: The @StreetCred-PR Podcast, we are joined by Tim White of @WeAreWealth. Tim shares his….

Help your clients keep more of their wealth for generations to come. Join our webinar: How to Leave Assets Tax-Free. 📅 July 24 | 1pm ET / 10am PT.⭐ CFP® CE eligible.✅ Proven estate planning tips.✅ Real-world strategies you can apply now. 🔗 Save your spot:

Will O'Rourke, Private Wealth Manager & Estate Planning Attorney at Prime Capital Financial, faced a challenge that many advisors know all too well: the estate planning process was fragmented, inefficient, and heavily reliant on outside attorneys. With

These updates = new opportunities & important planning decisions. Now’s the time for advisors to reconnect with clients & refresh strategies!. 👇 Full breakdown: #EstatePlanning #TaxPlanning #FinancialAdvisors #OneBigBeautifulBill.

✅ 100% Bonus Depreciation Returns for new assets + bigger Section 179 limits. ✅ QBI Deduction Extended. ✅ New “Trump Accounts” for Kids. (And More).

✅ Estate Tax Exemption Increased to $15M per person ($30M per couple). ✅ SALT Cap Up to $40K, phasing out for high earners. ✅ Income Tax Brackets Made Permanent, adding predictability for Roth conversions & retirement planning.

🚨 Big news for financial advisors & clients: the One Big Beautiful Bill was signed into law on July 4th, bringing major changes to tax & estate planning. Quick highlights 🧵⬇️.

👇 Reserve your spot now:. #Advisors #EstatePlanning #TaxStrategy #BigBeautifulBill.

Our Sr. Corporate Counsel, Dave Haughton, will cover:.✅ How to leverage the new $15M estate tax exemption.✅ Strategic approaches for the new SALT deduction cap.✅ Long-term planning with permanent tax brackets.✅ And more.

📅 Join us Thursday, July 10 at 9am PT / 12pm ET for our live webinar: “What the One Big Beautiful Bill Means for Advisors and Clients”.

But what does this sweeping legislation mean for you and your clients?👇.

🧵 Big changes are coming for wealth transfer planning. The “One Big Beautiful Bill” could reshape how advisors & clients plan for decades to come

Reserve your spot today

Taxes don't retire when your clients do. Are you ready to guide them through it?. 📅 Join us on July 17th at 10am PT / 1pm ET for a live session on building tax-smart, legacy-ready retirement plans. Dave Haughton and Steven Jarvis, will share practical strategies to help you:

“I have been a practicing financial advisor for 31 years, and we’ve added to our platform of financial services. It has been an extreme game changer for both our clients and prospective clients.” - Domenick D’Andrea, Financial Advisor & Co-Founder at

Couldn’t attend our webinar last week? The full recording of “The Ins and Outs of Gifting” is now available. Get expert insights on gifting strategies, tax-efficient planning, and structuring gifts to meet your clients’ goals. 🎥 Watch now:

RT @Beth_Rubinoff: Sweet home Chicago for the #MICUS 2025 Conference! Doesn’t get much better than catching up and cornhole on the rooftop….