Live Webinar

How to Stay Tax Smart in 2026

Thursday, February 26th

12:00 PM ET

 

We'll cover...

  • ​​Strategies to enhance the efficiency of your plan 
  • ​Key updates introduced through OBBBA 
  • ​Changes to tax brackets, rates, and deductions  
  • ​Practical tactics to help protect and grow your wealth​ 

Unable to attend?

You can still register and we'll send you the recording once it's available.

Register now

Webinar Overview

​​​Taxes may be constant, but tax laws and strategies are not. As we begin 2026, staying ahead of change is essential.

​Join us to learn last-minute planning opportunities for the 2025 tax season, key changes brought on by the One Big Beautiful Bill Act (OBBBA) that go into effect this year, and get answers to your questions on taxes.​​ 

Speakers

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Christina Poles, CPA

Tax Consultant

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Thomas Stedman, CFP®, EA

Financial Consultant

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Dana Vosburgh, CFP®

Managing Director, Advisory Services

Who we are

Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.

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Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.