PETERKIN FINANCIAL, LLC

OBBBA EDUCATION WORKSHOP

What the One Big Beautiful Bill Act means for you and your business

Recent tax law changes have created confusion around what to expect this year. These workshops are designed to walk through the One Big Beautiful Bill Act (OBBBA) and explain, in clear terms, how it may impact individuals and business owners.

 

Workshop Details

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

 
February 10 at 11:30 am - 1 pm PST

 

Who this is for:
Anyone who wants to understand how the new tax law affects their personal finances and how to take advantage of new savings opportunities.

What I'll be breaking down:

  • Trump IRAs and expanded 529 plans

  • Bonus deductions for seniors and extra SALT deductions

  • Gifts to charity and locked-in tax rates

  • Child tax credit and car loan interest changes

  • New gambling tax and estate tax lock

  • Tip and overtime deductions

  • How to think about Roth conversions post-OBBBA

  • Pitfalls embedded in the bill for high earners

REGISTER FOR PERSONAL SESSION

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

 
February 24 at 9 am - 10:30 am PST

 

Who this is for:
Business owners, freelancers, anyone with 1099 sales income, or rental properties on a Schedule C. Even if you don't consider yourself a business owner, this session covers provisions that may impact you.

What I'll Be Breaking Down:

  • New 1099 reporting thresholds

  • Permanent bonus depreciation and Section 179 updates

  • The now-permanent QBI deduction with new minimum thresholds

  • Immediate R&E cost deductions and amendment opportunities

  • Updated small business stock gain exclusion rules

REGISTER FOR BUSINESS SESSION

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.

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.