Client Conversations How the Big Beautiful Bill impacts year-end tax planning

Featuring:

Leslie Geller

Senior Wealth Strategist

Jeff Ruderman

Wealth Planning Specialist

Anne Gifford Ewing

Senior Trust and Estate Specialist

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1 hour CE credit for CFP and IWI*

Are you ready to help clients navigate the historic tax changes of 2025?

 

The “One Big Beautiful Bill” expanded some existing tax cuts and brought sweeping changes to tax policy. Make sure you are ready to help clients navigate year-end tax issues that include numerous changes regarding income taxes and important changes in taxes on business income. Capital Group Senior Wealth Strategist Leslie Geller moderates an information-packed session with her Capital Group colleagues Anne Gifford Ewing a senior trust and estate specialist, and Jeff Ruderman, a wealth planning specialist.

What you'll get:

Who can benefit:

Event date:November 13, 2025

Leslie Geller is a senior wealth strategist at Capital Group. She has 18 years of industry experience and has been with Capital Group for six years. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.

Jeff Ruderman is a Wealth Planning Specialist for Capital Group Private Client Services. He joined Capital Group in 2011 as a senior client relationship specialist. Prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool Voor Economische Studies in Amsterdam.

Anne Gifford Ewing is a senior trust and estate specialist with Capital Group Private Client Services. Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as a Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.

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Supporting Materials

Webinar slides (PDF)
CE credit quiz
4 views on one big beautiful bill
For wealth planning, tax bill delivers some clarity
Smart tax strategies for investors
529s move further beyond college
Key changes from the One Big Beautiful Bill Act (OBBBA)
Webinar CE credit FAQs (PDF)

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