PETERKIN FINANCIAL, LLC

CLIENT EDUCATION WORKSHOP

What the One Big Beautiful Bill Act (O3BA) means for your taxes this year

I'll use these two workshops to help you understand the impact of O3BA on your 2026 taxes

Workshop Details

Personal Session:12 Tax Saving Opportunities for the Rest of Us

Resources:

Business Session: 5 Tax Changes That Can Save Your Business Tens of Thousands

Resources:

Feel free to register to both sessions!

Live Q&A included. Recording shared after.

Know someone who would benefit from this?

You're welcome to invite friends or family who would be interested in learning how OBBBA affects their taxes.

Nicole Peterkin Morong

Owner/Financial Planner

Peterkin Financial, LLC

www.peterkinfinancial.com

Nicky Morong, CFP®

I'm Nicky Morong, CFP®, and I founded Peterkin Financial over a decade ago to help people create a balanced, sustainable approach to wealth—where building long-term financial security doesn't mean missing out on the life happening right now.

Since then, I've had the privilege of helping hundreds of clients and students transform how they manage money. But the biggest growth? That came when I became my own client and learned firsthand how to apply my expertise to my own business and life.

I know how overwhelming tax law changes can feel. That's why I'm breaking this down in plain language, so you can make informed decisions with confidence.

This isn't theory. This isn't vague.
This is exactly the kind of insight the tax code doesn't hand you—but you need to know.