Events

OUT WITH THE OLD & IN WITH THE NEW: After OBBBA – Year End Retirement Account Update, and What’s New for 2026

October 28, 2025 | 8:00 – 10:00 AM
Virtual Event Via Zoom

2 Continuing Education Credit Hours via Zoom
For CPAs, Enrolled Agents & Registered Tax Preparers

CLICK HERE TO REGISTER

 

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. As we approach the final months of the year with this new landmark tax legislation, the SECURE Act 2.0 in effect and final IRS regulations in force, this is a critical time for proactive retirement account planning.

CE-RELATED COURSE INFORMATION

Deadlines are rapidly approaching. For the first time, beneficiaries under the SECURE Act’s 10-year rule will be required to take RMDs by year end. Also, clients will want answers on how OBBBA can impact their 2025 Roth IRA conversion strategies. Time is also quickly running out to use the net unrealized appreciation (“NUA”) strategy and to do a qualified charitable distribution (QCD) – which now has its own code on the 1099-R.

A new year and new rules are just around the corner. Now is the time to identify clients, prospects, and referral sources to help take advantage of both end of the year strategies and new rules for 2026.

2026 will bring many new rules. Beginning next year, SECURE 2.0 brings opportunity and confusion with new rules requiring mandatory Roth catch-up contributions for high earners, and OBBBA brings a new way to save with Trump Accounts.
This webinar features Ed Slott and Company’s retirement planning experts taking you through year end 2025 retirement account planning strategies and new rules for 2026 to help clients reap significant savings from tax planning moves.

 

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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0

*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)

Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.