OBBBA Tax Law Update: What Advisors Need to Know

Tax law continues to evolve, and the OBBB Act introduces several important updates advisors will need to understand as they support clients and prepare for the year ahead. In this session, Ben Birken, CFP®? will break down the key provisions of the Act, explain what the changes mean for clients, and outline the planning implications advisors should be aware of in 2026.

You’ll walk away with a clear, practical understanding of the updates, and how to position yourself as a proactive guide during a year of meaningful tax transition.

And join Holistiplan's Ben Birken tomorrow (Friday), 3:45-4:15 pm in Directors Row 2, for an “advisors exchange” roundtable on this topic to share your perspectives and explore key themes in relation to your practice.

3 Learning Objectives:

- Understand the key OBBBA tax law changes relevant to individual clients

- Learn what these updates may mean for 2026 planning conversations

- Identify where common client questions or concerns may arise

- Strengthen your ability to communicate changes clearly and confidently