Description

Get ahead of tax season and stay competitive by joining us for an exclusive Realtor-focused briefing on H.R 1 (also known as the One Big Beautiful Bill Act (OBBBA) - the most significant U.S. tax overhaul since 1986. This session will break down what the new law means for homeowners, investors, and real estate professionals, including updated mortgage interest rules, expanded Opportunity Zones, changes to SALT deductions, and new incentives that directly impact buying, selling, and long-term planning. This event will equip you with timely, practical insights to better advise your clients as tax season approaches and help you position yourself as a trusted expert in navigating the year’s most important policy changes.

Speakers:

• Derek Gilbert | CEO/Financial Advisor, Anthem Wealth Strategies
• Amy Jordan| CPA/Senior Tax Manager, Anthem Wealth Strategies

Timeline:

• 8:30 am | Registration and Vendor Tables Open
• 8:45 am | Breakfast Served
• 9:00 am | Program Begins
  • Welcome
  • Community Foundation Update
  • Presentation Begins
  • Q&A
• 10:15 am | Program Ends

Continuing Education: 

• 1 Credit Hour

Costs 

• $15 for Members
• $25 for Non-members