A sweeping new tax law — known as “The Big Beautiful Bill” — has officially been signed into law, bringing with it 10 major changes that are set to reshape the tax landscape for individuals, families, and businesses alike. This webinar will walk you through the key updates — from expanded deductions to sunset clauses and planning strategies — and how they could affect your income, estate planning, and real estate investments.

With 2025 winding down and sweeping new tax legislation reshaping the landscape, now is the time to take proactive steps to secure your financial future and maximize your tax savings before key provisions take effect. Join us for an insightful webinar led by Nicole Green, a tax advisor from Robert Hall & Associates, where we’ll walk you through strategies that combine timeless year-end planning with the latest updates from the new tax bill. Learn how to adapt to the evolving tax code and position yourself for success in 2026 and beyond.

DISCUSSION TOPICS INCLUDE:

• The Top 10 Changes That Could Affect Your Wallet: A breakdown of the most significant updates from the “Big Beautiful Bill” and how they may impact individuals, families, and business owners.
• W-4 Withholding Optimization: Fine-tune your withholdings to stay compliant with the latest IRS updates and avoid year-end surprises.
• Mortgage Interest Deductibility: How new thresholds and limitations could affect your home or investment property deductions.
• Estimated Tax Payments: How to plan ahead under the new tax brackets and deduction rules to manage your cash flow and avoid penalties.
• Retirement Planning Adjustments: 401(k)/IRA vs. Self-Directed IRA/Solo 401(k) — which is most advantageous under the new legislation?

GUEST SPEAKER: Nicole Green, EA, Senior Tax Consultant & Public Speaker, Robert Hall & Associates

After graduating with a Bachelor’s Degree with a focus in Education, Nicole went on to earn her Master’s Degree in Education and Educational Theory. Her love for learning led her into the tax industry. With the ever-evolving tax code and continual education, it was a perfect match for her.

With almost a decade of experience in the tax world, Nicole Green holds a federal license as an Enrolled Agent tax practitioner, where she can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Her knowledge in tax has been recognized in numerous publications, including The Wall Street Journal, HomeLight—an online real estate company that matches clients with local agents and provides home loans—and impact.com, a platform that helps influencers and content creators manage partnerships. Nicole has been featured in these outlets for her insightful tax advice and industry knowledge.

Outside the office, Nicole is an avid traveler. She’s been to all 7 continents, spanning 50 different countries. She enjoys cooking and trying new cuisines at food festivals around the world. Some of her other favorite activities include attending sporting events and the occasional shopping spree.