Proactive tax planning is one of the most effective ways to reduce your long-term tax burden, but staying ahead of changing legislation is just as important. With several new tax law changes taking effect in 2026 — including updates surrounding Trump Accounts and OBBBA provisions — now is the time to review your strategy and identify opportunities. Understanding what’s changing and taking action early can help you position yourself advantageously for 2026 and beyond.

Please join MWM Planners for a complimentary webinar on 2026 Tax Planning Strategies where we will discuss the following topics:

• Key 2026 tax law updates and what they may mean for you
• Planning opportunities to help reduce taxable income
• Strategies to maximize deductions and credits
• Proactive steps you can take now to prepare
• Specialized insights on recent legislation and how it may impact your financial plan
• Question and Answer at the end

When: Wednesday, March 18, 2026 12:00 pm - 1:00 pm PT

Where: The webinar will be virtual via Zoom.

Hosted By: MWM Planners

Guest Speaker: Lawrence K.Y. Pon, CPA/PFS, CFP®

This is an open webinar. Please feel free to share this invitation with others who may benefit from proactive tax planning strategies. Those who attend and fill out our survey will have the opportunity to receive a gift card.