Podcast 118: One Big Beautiful Bill - Overview & Planning Ideas with Marty Shenkman (Shenkman Law)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

In Episode 118, Jonathan I. Shenkman will go IN FOCUS to explore more advanced wealth planning topics.

Today, Jonathan is joined by Martin M. Shenkman of Shenkman Law, who will discuss a the “One Big Beautiful Bill Act: Overview & Planning Ideas.”

By way of background, the Big Beautiful Bill, or OBBBA, was passed on July 3rd and President Trump signed the bill into law on July 4th. The bill is massive in terms of spending, tax changes and more. Some of the changes, with a particular focus on estate planning, will be reviewed below. The focus will be on what some of the Big Beautiful Bill changes mean to your estate plan.

In very general terms the Big Beautiful Bill extends many of the expiring provisions from the 2017 Trump tax cuts contained in the Tax Cuts and Jobs Act. It enacts several Trump campaign promises and tax priorities (e.g., “no” taxes on certain tips and overtime pay). It also ends many clean energy tax incentives. This episode will cover a variety of ways this bill impacts your financial and estate plan.

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