If your clients aren’t asking about The One Big Beautiful Bill already, they will. Time to get ahead of the curve or get left behind. Learn how to leverage this act to bring value to your clients and distinction to your practice.

Don’t read hundreds of pages of complex legislation. Your masterclass training and comprehensive guide to the OBBB are here

About the training:

We've identified the top provisions to know, including:

  • The permanent provisions that end sunset clause anxiety (estate exemptions, QBI deduction, tax rates)
  • Immediate opportunities for seniors, business owners, and working families
  • Business provisions that can boost savings (100% bonus depreciation, R&D credits, Section 1202 enhancements)
  • Critical September deadlines your clients need to know about
  • Simple frameworks to identify which clients benefit from which strategies
  • Turn-key conversation starters that position you as the proactive specialist

About the guide

  • Complete summary of the entire bill written specifically for financial professionals.
  • Immediate planning opportunities identified clearly so you can see high-priority areas to provide value right now
  • Client-ready talking points to start informed conversations that build trust, strengthen relationships, and position you as the go-to.
  • Advisor-friendly structure with topics organized around practical themes, such as individual and business income tax changes, estate tax provisions, charitable planning updates, and more.

Choose Your Success Package:

  • Complete Success Package - (Best Value) Training + comprehensive guide- $179
  • Training Only: 1.75-hour virtual training session- $99
  • Guide Only - A complete, 49-page breakdown of the entire bill - $99

MEET YOUR PRESENTER: DAVE ALISON, CFP®, EA, BPC

Dave is a thought leader, speaker, advisor, entrepreneur, and financial industry educator with extensive expertise in holistic wealth management, tax management and investments. His unique skillset led Dave to create our Tax Management Journey® training and the Five Pillars of Holistic Wealth Management framework. In addition to being President and Founding Partner, he helps manage our advanced planning capabilities for high- and ultra-high-net-worth clients. Dave has built a solid reputation on translating complex tax legislation into actionable strategies for financial advisors, as well as personally implementing them with clients of his own practice, Alison Wealth Management.

Recent Recognitions:

  • 2025: InvestmentNews Advisor of the Year (Regional – Southeast) Winner
  • 2024: InvestmentNews Top Advisor Winner; InvestmentNews Advisor of the Year (Regional – West) Awardee
  • 2023: ThinkAdvisor LUMINARIES Award Winner (Thought Leadership & Education)

Disclosures: The Advisor of the Year award involves a multi-stage selection process: nominations, internal research, submission of materials by candidates, panel review using defined criteria, and final selection via a points-based system. (June 2025, November 2024)

To compile the inaugural Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2022 and September 2023). The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list. (January 2024)

The LUMINARIES award is determined by a judging panel and editorial team, focusing on the nominee's impact on their firm, the professional community, and clients. (Nov. 2023) No fee was required to enter or paid for either consideration. Awards are based on information submitted by the advisor and should not be construed as an endorsement by, nor representative of, any client’s experience. Recognition is not indicative of future performance and does not guarantee client satisfaction or investment success.

Dave Alison, CFP®, EA, BPC
President | Founding Partner

Master the OBBB