Financial Planning Considerations from the One Big Beautiful Tax Bill
Автор: Fontana Financial Planning
Загружено: 2025-07-17
Просмотров: 7696
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Summary:
In this episode of Cup of Bull, hosts Michael Dunham and Patrick Fontana discuss significant tax changes resulting from recent legislation.
They cover the extension of current tax rates, increases in standard deductions, and new benefits for seniors.
The conversation also delves into charitable contributions, the SALT cap, estate tax limits, business owner tax benefits, and updates to 529 plans.
Chapters:
00:00 - Introduction: Why This Tax Bill Matters
00:52 - Expiration of TCJA Provisions in 2025
02:10 - Roth Conversion Strategies Before Tax Hikes
04:05 - Estate and Gift Tax Exemption Planning
06:15 - Charitable Giving Under the New Law
07:45 - Capital Gains and Investment Income Tips
09:00 - Planning for Business Owners (QBI Deduction)
10:35 - What to Do Now: Action Steps
11:55 - Final Thoughts and Working with an Advisor
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