Guardian Financial Partners | Fiduciary Financial Planning

Educating Edison: New Taw Law Update- Volume 3

Feb 18 2026 21:59

Casey Bartels

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With tax season now underway, this month’s edition of Educating Edison features Casey Bartels, CFP®, continuing his overview of the new tax law passed last summer. In this video, he breaks down child savings accounts (Trump Accounts), updates to charitable deduction rules, and the expansion of 529 plan uses.

Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial life.

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