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How new tax law changes may impact you

CDT

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Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Service, LLC

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how people plan for taxes and manage their finances. This presentation highlights what clients need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

Presented by: Jason Kirchmeier, Private Wealth Advisor with Legacy Financial Partners

Jon Goodhart, Certified Public Accountant with Goodhart & Associates PC

For more information: call us at 701.258.9735

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Goodhart& Associates PC is not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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