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Webinars

No-fluff webinars for business owners. We break down complex topics—like tax changes and succession planning—into actionable insights so you can lead with confidence. Each session is designed to educate and equip you with practical knowledge to make informed decisions. Whether you're scaling your business or planning your legacy, we're here to help you stay a step ahead.

One Big Beautiful Bill Webinar Hosted by David Ortiz

One Big Beautiful Bill Webinar Hosted by David Ortiz

The “One Big Beautiful Bill” recently passed by the Senate contains nearly 900 pages of legislation—some of which could significantly impact business owners as early as this year. David will walk through key tax-related provisions and clear up some of the most common misconceptions circulating online.

✔️ Estate exemption changes
✔️ SALT deduction thresholds
✔️ Bonus depreciation rules
✔️ Misinformation debunked
✔️ Live Q&A

ESOP's with Dan Zugell