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SUMMARY:(LITX65/26) Quarterly Practice & Regulatory Update for Financial Advisors
DESCRIPTION:Event Description\nBetween the SEC\, FINRA\, IRS\, and CFP Board\, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos\, giving you a clear\, practical look at what’s new and what it means for your clients. With plain-language guidance and real-life examples\, you’ll walk away ready to confidently navigate the ever-evolving regulatory and financial landscape. \n\nEnrolled Agent Approved \nObjectives\nAfter completing this course\, participants will be able to: \n\nSummarize the latest regulatory updates from the SEC\, FINRA\, IRS\, and CFP Board relevant to financial advisors. \nInterpret key provisions of the One Big Beautiful Bill Act (OBBBA) and assess its impact on tax planning\, client communication\, and fiduciary standards. \nEvaluate recent changes to federal and state tax laws and how they affect investment strategy\, insurance\, and retirement planning. \nApply current regulatory and legislative developments to real-world client scenarios using clear\, actionable language. \nPrepare for common client questions regarding tax and regulatory changes by understanding both the technical rules and their practical implications.
URL:https://sc.cpa/event/litx65-26-quarterly-practice-regulatory-update-for-financial-advisors/
LOCATION:SC
CATEGORIES:Livestream
ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com
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