In this video, Lyle K. Benson Jr., CPA/PFS, CFP, AEP, and a distinguished panel (Akemi Dalvi, CPA/PFS, CFP, and Scott Sprinkle, CPA/PFS, CFP) share top personal financial planning ideas for your clients, including:
Tax outlook for 2026: Impact of H.R.1 (OBBBA) and other potential changes under this administration
Investment strategies: Portfolio approaches and how political and economic developments may affect markets
Planning perspectives for 2026: Key issues in energy policy, regulation, taxes, immigration, and tariffs
Behavioral finance: Psychological factors shaping