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.

Interested in continuing the conversation with Ben Birken following this session?
Reserve your spot on Friday, May 8 from 3:45 PM to 4:15 PM CDT here: Advisor Exchange RSVP: OBBBA Tax Law – Continuing the Conversation – Fill out form

Space is limited and advance sign-up is encouraged.

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