WestPac Wealth Partners Presents: The 2026 Tax Landscape Event

You know the OBBB. You’ve thought about it and talked about it—now it’s time to actually do it. Skip the fluff and join the BRC Advanced Planning Team for a tactical breakdown of how to put the OBBB into motion immediately.

What We Will Cover: - Income Bifurcation: The mechanics of separating income streams to maximize the now-permanent 20% pass-through deduction. - Optimized Retirement Plan Design: Moving beyond standard limits into tiered, high-contribution structures. - Leveraging QSBS: Navigating the expanded $75M asset thresholds to secure tax-free liquidity. - Holistic Exit Planning: Integrating tax strategy with your long-term wealth and legacy goals to avoid high-income phase-outs.

Who Should Attend: Business owners and high-net-worth individuals who have a baseline understanding of the new tax laws but require a professional roadmap for immediate implementation.