September 15, 2025 EDT

We invite you to attend our upcoming event showcasing our TrueHolistic team of experts.
 
We will be covering The One Big Beautiful Bill Act:
 
What will be extended and what will be ending?
What will be effective immediately?
What will be starting in 2026?
2026 and Beyond

 
Our team will dive into specific case studies, and how changes might affect you.
 

This Presentation is part of our FREE Education Series. View More >
 
Find us online at clientfirsttaxandwealth.com or email us.
 
If you prefer talking to a live individual, give us a call at 262.335.1700

 

We help people secure the financial confidence they deserve.


This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here: https://clientfirsttaxandwealth.com/v… Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a registered investment adviser with the SEC.