Discover 5 Tax-Saving Opportunities Before Dec 31, 2025
New Rules Under the One Big Beautiful Bill Act Could Affect Your Tax Picture
Inside this no-cost guide, you'll discover:
- Five categories of opportunities high earners should review before filing
- How the One Big Beautiful Bill Act created new deductions, extended limits, and expanded tax breaks you may qualify for
- Strategies to help you maximize tax-advantaged accounts and retirement savings
- Ways to identify and bundle deductions for greater impact
- Ways to spot opportunities you might not have thought about for this tax year
It's important to make sure you're using the strategies available before filing deadlines close the window.
Family Wealth Management
Family Wealth Management
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Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer, Member FINRA (finra.org) and SIPC (sipc.org). Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm, Marty Higgins, Scott Higgins, Scott Mahoney, and Michael Einhorn, Representatives. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.
Trading instructions sent via e-mail will not be honored. Please contact my office at 856-988-7722 or Mutual of Omaha Investor Services, Inc. at (800) 228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of a client survey through Advisor Impact. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
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Discover 5 Tax-Saving Opportunities Before Dec 31, 2025
We never spam. By clicking this button, you consent to be contacted by Family Wealth Management by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.