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Big Tax Changes, Smart Planning Moves: What You Need to Know Now

  • LynnLeigh & Company, LLC 1160a Pittsford Victor Road Pittsford, NY, 14534 United States (map)

The One Big Beautiful Bill (OBBA) may sound like political theater—but it just changed the tax landscape in a big way.

In this live webinar, Kelly Olczak, CFP®, Co-Founder and Managing Partner at LynnLeigh & Co., walks you through the most relevant parts of the new 2025 tax law—with zero jargon and plenty of strategy.

You’ll learn how to take advantage of brand-new deductions (like the senior bonus), navigate the expanded SALT cap, and rethink your income strategy under temporary—but powerful—planning windows. Plus, we’ll cover how short-term provisions like auto loan interest, tip income, and overtime deductions could impact you or someone in your family.

Whether you're already retired, approaching retirement, or simply want to plan smartly in a shifting environment, this session will help you focus on what you can actually use—not just what’s making headlines.

Topics include:

  • The new $6,000 senior deduction—and its limits

  • How the $40,000 SALT cap opens a 5-year window for tax-savvy moves

  • Tax breaks for service workers and auto buyers

  • Why now is the time to revisit Roth strategies, Medicare premiums, and more

You'll also receive a downloadable 2025 Key Financial Data Guide to keep all the important numbers at your fingertips.

📌 This session is for educational purposes only. Bring your questions, your curiosity—and your calendar.

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