OBBB – The One Big Beautiful Bill
Date: Tuesday, September 30, 2025
Time: 9:00am - 10:00am
Location: Locust Hill Country Club
Speaker: Jamie Block, Sr Wealth Advisor, Mercer Advisors
Estate Planning Council of Rochester presents
"OBBB - The One Big Beautiful Bill" how the 2025 individual tax filing will change this year.
Presented by:
Jamie Block, CFP®, CPA/PFS, MBA, CDFA®, AEP®
This year we are taking a deep dive into the changes to the individual tax rules as a result of the One Big Beautiful Bill passage on 7/4/2025. The changes range from Tax Cuts and Jobs Act extensions to whole new provisions on overtime and tips.
8:45am registration and breakfast buffet
9:00am-10:00am presentation
This program is under review for 1CE credit.
