2025 Tax Planning Changes
From SALT Relief to Senior Bonus
The recently-passed Big Beautiful Bill brings some of the most impactful tax law changes in years, with new opportunities – and pitfalls – for families, retirees, and business owners alike. In this 30-minute webinar, we’ll break down the five most important changes you need to know about and show you how to take advantage of them.
We’ll cover:
How the new tax law changes affect your income, deductions, and retirement planning – and what actions to consider before the rules sunset.
What the higher SALT cap, estate exemption, and gift limits mean for families and business owners, especially in New York and other high-tax states.
Common misconceptions about Social Security and other new provisions – and how to avoid costly mistakes.
About the Presenters
Chris Gardner, CFP®
Founder & Parkwoods Head of Advisory
Hi, I’m Chris Gardner, and I have the privilege of working with a group of wonderful people that have entrusted me and my team to help them achieve their financial goals. This is a responsibility I do not take lightly. My mission in my work is not only to help people achieve financial security and independence, but to make personal finance more personal.
In 2016, Lori gave birth to our identical twin boys. Nathan and Charlie were born 15 weeks premature. As excited as I was, their grim medical condition turned my world on its head. We spent many fearful months in the Neonatal Intensive Care Unit facing life-or-death situations on what seemed like an hourly basis. This experience changed my life, and reinforced to me the importance of my role as a father, husband, and personal financial advisor. It changed the way I view helping people.
My sons are healthy, rambunctious boys now. But my perspective on serving you has been forever changed. I wrote about this experience in my book, “A Very Personal Finance Story,” let me know if you would like a copy!
I would love to help you find the financial peace of mind you deserve, so you can live the life you love.
William Braddy III, CFP®
Senior Wealth Advisor & Head of Nashville Office
William Braddy III brings over 30 years of experience in the wealth management industry to Parkwoods, where he has earned a reputation for building lasting relationships with families and organizations alike. Based in Nashville, TN, William is deeply committed to helping clients navigate the complexities of managing and preserving wealth. He views his work as an honor, recognizing the sacrifices and dedication behind every asset he is entrusted to manage.
Originally from a small town in eastern North Carolina, William carries with him values of selflessness, family dedication, and community involvement. These principles guide his professional philosophy and personal life. For nearly 20 years, he has called Nashville home, actively participating in the city’s growth and vibrancy.
William’s extensive education and certifications reflect his commitment to excellence. He holds a BBA in Trust Management and Finance and an MBA in Finance from Campbell University, as well as a Certified Financial Planner (CFP®) designation. His additional certifications include Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA).
An active contributor to his community, William serves on numerous boards and committees, including the Nashville Symphony, Tennessee Performing Arts Center (TPAC), Junior Achievement of Charlotte, Leadership Music (Nashville), Boy Scouts of America, Lead Charter Schools, Watkins School of Design, Art, and Film, Woodmont Christian Church, and Leadership Nashville. His dedication to mentorship and leadership has been recognized with accolades such as Charlotte Business Journal’s “40 Under 40”.