Download the Memo

The One Big Beautiful Bill is  Law - Are Your Clients Leveraging the Changes?

The One Big Beautiful Bill includes important tax changes that can impact your clients - and their retirement.

This memo, authored by Stonewood CEO and former Capitol Hill insider Becky Swansburg, provides insights into the near-term tax impact of the legislation - and the long-term tax outlook of our nation.

Learn how to help your clients leverage the bill to better prepare for retirement.

 


Stonewood Financial develops powerful tools for pratice growth - from seminars and lead gen to client software and training. Learn more about our newest Tax & IRMAA software below: