The One Big Beautiful Bill signed into law on July 4, 2025 creates some estate and tax planning opportunities for older adults who are or will become 65 years old before 2028. This educational seminar examines some practical ways to take advantage of the $6000 temporary deduction related to taxes, inherited wealth and how it fits into charitable giving strategies.

 

Everyone who attends will receive a wealth of information that can help you assess your situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary, no-obligation consultation offered to all seminar participants.
 
This highlighted community event is sponsored by J Bart Bradshaw, CPA. Please do not contact Methow At Home to RSVP, instead, use the numbers listed below.
 
Reserve your seat by calling (509) 996-3300 or (509) 508-0388.