This session provides a clear, advisor-focused breakdown of the Big Beautiful Bill and the major tax changes taking effect in 2026 as key TCJA provisions expire. Advanced Markets Specialist Alan Roman, JD, LLM, ChFC®, CLU®, walks through the most impactful updates across individual, business, estate, and gift taxes, highlights the new age-65+ deduction, and explains several retroactive changes that may influence 2025 tax returns. In under an hour, you will get the essential insights, planning considerations, and talking points they need to confidently guide clients through one of the most significant tax shifts in years.