No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Tax changes brought about by the OBBBA give you opportunities to prove your value. Talk with your clients about the changes in the Roth conversion landscape—and how they might take advantage of them.
Treasury just opened Trump Accounts for more than 60 million children, and most families have no idea what they now own. Here are four costly mistakes to help clients avoid before year-end, from unclaimed accounts and lost basis records to surprise gift tax filings.
The estate planning you and your clients lay out today can bring immeasurable comfort into the future. In this second of a two-part series, we look at four key structures that can help ensure your clients’ wishes are honored and carried out.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
FALL 2026 WORKSHOPS
EVERY PACKAGE INCLUDES:
Social Security Planning for Couples
Thursday, November 12, 2:00 pm–3:30 pm ET
2027 Tax Opportunities
Monday, December 7, 2:00 pm–5:00 pm ET