You’re encouraged to share this event with friends, colleagues, and family members who want to understand the new rules and uncover planning opportunities.

The One Big Beautiful Bill Act brings sweeping tax changes—some permanent, some temporary—that likely affect you.

In this live session, Jon Meyer, CFP^® will break down the most important provisions and highlight practical moves you can make now. You’ll walk away with actionable steps to help keep more of what you earn and align your finances with your goals.

Join us on September 24 to learn what the changes mean for you, your family, and your long-term financial strategy.

What You’ll Learn

• How tax brackets, deductions, and credits affect individuals
• What’s changing with estate and gift taxes and how to prepare
• How to approach charitable giving, SALT deductions, and mortgage rules
• Opportunities for business owners that flow through to individual returns
• Which provisions expire and how to plan before deadlines hit

Who Should Attend

This webinar is designed for couples and individuals who:

• Want to understand how the new tax law impacts their income, estate, and investments
• Need to coordinate charitable giving, retirement income, and business ownership with new rules
• Are looking for practical tax-planning strategies tailored to high-income families



Webinar

Date: Wednesday, September 24, 2025



Time: 12 to 1 p.m. Central Time

Questions? Give us a call at 952.844.2500.



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P.S. Can’t make it live? No problem—you’ll still receive the replay. Reserve your spot now to get access.

ABOUT BGM

Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will advance the present growth and future goals of our clients.

BLOOMINGTON, MN

7900 INTERNATIONAL DRIVE | SUITE 800 | BLOOMINGTON, MN 55425 | 952.844.2500

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512 MAIN STREET SOUTH | SAUK CENTRE, MN 56378 | 952.844.2518

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999 VANDERBILT BEACH ROAD | SUITE 200 | NAPLES, FL 34108 | 239.325.5045

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3688 E CAMPUS DR | SUITE 101 | EAGLE MOUNTAIN, UT 84005 | 952.844.2596

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.