Wine & Wealth Wednesday: Navigating the One Big Beautiful Bill Act

By Summit Funding South Reno

Overview

Sip wine, get clarity: Learn how 2026 tax changes could boost your strategy with CFP® Tim Lewis at Wine & Wealth Wednesday

Confused by the coming tax law changes? You’re not alone. But you don’t have to face them unprepared.

Join us for Wine & Wealth Wednesday, where we pair a glass of wine with financial clarity. This month, we’re thrilled to welcome Tim Lewis, CFP®, CKA®, a nationally respected CERTIFIED FINANCIAL PLANNER™, who will break down the proposed One Big Beautiful Bill Act and what it really means for high earners, entrepreneurs, and especially real estate professionals.

Tim will cover key highlights, including:

  • Enhanced depreciation rules
  • The new Senior Tax Deduction
  • Updated charitable giving strategies (including the 0.5% AGI floor)
  • Where the law creates real, proactive opportunities to keep more of what you earn

With his signature approachable style, Tim will simplify complex concepts and offer a framework for making tax-smart decisions in 2026 and beyond. The evening will close with an open Q&A—your chance to ask a financial expert how these changes might impact you directly.

This event is a must for realtors, lenders, business owners, and anyone ready to take control of their financial future.

Wine is on us—bring your curiosity and questions!

🗓 Date: Wednesday, January 14, 2026
🕓 Time: 4:00 – 5:00 PM
📍 Location: Champagne and Chocolate - 550 W Plumb Ln, Reno, NV 89509

Category: Business, Real Estate

Good to know

Highlights

  • 1 hour
  • In person

Location

Champagne & Chocolate

550 West Plumb Lane

Reno, NV 89509

How do you want to get there?

Agenda
4:00 PM - 4:15 PM

Open Networking

4:15 PM - 5:00 PM

Presentation + Q&A

Organized by

Summit Funding South Reno

Followers

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Events

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Hosting

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Free
Jan 14 · 4:00 PM PST