Breakfast meeting: One Big Beautiful Bill

Date: Thursday, November 20, 2025
Time: 7:30am - 9:15am
Location: Midland Hills Country Club, Roseville, MN
Speaker: Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS

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One Big Beautiful Bill
Presenter: Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS

The One Big Beautiful Bill includes some of the most significant federal tax law changes of the past twenty years.  Most of the individual changes relate to tax laws that would have expired after 2025.  The legislation makes most of these provisions permanent.  The legislation also includes provisions exempting certain tip and overtime income for individuals.  Business provisions include permanent bonus depreciation and other business-friendly provisions.  The estate tax changes that would have taken effect after 2025 have also been repealed, and a new, higher estate exemption is in place starting in 2025.

Learning Objectives
By attending this session, advisors will learn….

  1. about individual income tax law changes in the bill
  2. about business income tax law changes in the bill
  3. planning opportunities and practical applications

Registration, Networking, and Breakfast Buffet: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

1 CFP, 1 CLE and 1 MN Insurance CE anticipated.

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