OBBB & Beyond: Mid-Year Wealth and Tax Update
Join us for a timely webinar on what the recent legislation means for you
Join Chatterton presenters Eric Oh and David Hilliard as they discuss the key elements of the new tax legislation, nicknamed the "One Big Beautiful Bill”, along with updates about the economy, tariffs, and the Federal Reserve.
Whether you're preparing for year-end, reviewing your portfolio, or evaluating tax-saving strategies, this session will help inform your next steps.
What We’ll Cover:
- Economy and Capital Markets Update
- Trade and Tariffs Update
- Inflation and the Fed’s Latest Moves
- The “One Big Beautiful Bill”: Tax Policy Update
- Mid-Year Tax Planning Opportunities
When:
Tuesday, July 29, 2025
12 pm
Where:
Chatterton Virtual Classroom*
*A recording of the seminar will be emailed to those who RSVP
Meet Our Panelists:
Eric Oh, ChFC®, CFP®, ChSNC®
Eric is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant®, and investment advisor representative at Chatterton & Associates. He firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all. This is achieved by listening to the client’s specific needs, then devising a plan that’s designed to help them achieve long-term success. Client service is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients.
David Hilliard,
Director of Tax, EA
David has over 10 years of experience in the tax industry. He specializes in representing clients in front of the IRS and other government agencies. Currently, he is serving as President of the California Society of Enrolled Agents. David has a passion for guiding his clients through an increasingly complex tax landscape.
