One Big Beautiful Bill
This engaging seminar brings together experts in tax strategy, financial planning, and estate law to explore what the new legislation means for retirement accounts, inheritance rules, long-term care costs, and proactive asset protection. Learn how a coordinated professional team can help you safeguard your wealth, minimize taxes, and prepare confidently for the years ahead.
This presentation is for educational purposes only and does not constitute legal, financial or tax advice. Attendees should consult their own advisors regarding their specific circumstances.
Key Takeaways to Protect What You've Built
From the increased federal estate tax exemption ($15M per person) to new rules on inherited IRAs and expanded deduction limits, the message from our experts was clear: now is the time to act, not wait. Proper planning ensures your wealth is protected, your heirs are prepared, and your care needs are covered. If you haven’t reviewed your estate documents in the last few years, or if you’re unsure how these legislative updates affect your assets, now is the time to reconnect with your professional team.
Information on our panel guests and trusted associates can be found below, including Fusco Financial Associates, who provide expert guidance on investments and retirement planning under the new laws, and Callow Tax Consulting, who offer specialized support for tax strategy, deductions, and compliance with current federal and Maryland regulations. Stouffer Legal clients are always welcome to schedule a complimentary review to update estate plans, trusts, or asset protection strategies.
Your plan should evolve as the laws do, let’s make sure it’s working for you today and for your family tomorrow.
Dan Callow
Founder / CPA
Callow Consulting
Dan has been a Certified Public Accountant in Maryland for over 40 years, concentrating on tax planning and compliance, with a specialty in trust and estates. He serves as a consultant to individuals, attorneys, small business owners, fiduciaries, and not-for-profit organizations. Owing to his expertise and reputation, Dan is sometimes called to testify as an expert witness on income and estate tax questions before various Maryland courts. He is also an active conference and seminar speaker, most recently addressing "The Savvy Taxpayer" and "The CPA's Role in the Planning Team". When not working with his clients, Dan enjoys flying and is both a Certified Flight Instructor and an FAA Charter Captain. He and his wife live in Highland.
Kevin Fusco
Vice President
Fusco Financial
Kevin Fusco has extensive experience in portfolio management and investment research. He was instrumental in developing the portfolio management and investment thesis process that Fusco Financial Associates uses to this day. He remains a student and astute observer of the financial markets. He uses this knowledge to not only guide the direction of the firm’s assets under management, but also in speaking with clients individually about their financial goals. Having spent the majority of his life in the wealth advisory industry, Kevin appreciates the many opportunities he has had to connect with people. It has allowed him to create wonderful relationships and friendships with his associates, peers and clients. This welcoming attitude serves as a guiding principle for how we all interact with our clients and the community as a whole.
Britt Stouffer
Founder / Managing Partner
Stouffer Legal
Britt Stouffer embodies the dynamism and innovation that many law firms aspire to. A decade ago, she laid the foundation of her own firm, driven by her fearless determination and a vision to do things differently. She understands that a solitary journey, no matter how brilliant, can't match the power of a collaborative approach. As a graduate of Loyola College in Maryland, she embraced their tenets for learning wholeheartedly: a multi-disciplinary education to foster a growth mindset, nurturing the entire being—mind, body, and spirit. She also attended University of Baltimore Law School and has taken multiple certifications to continue to elevate her knowledge in law and business. This holistic approach permeates every facet of her life and work.