One Big Beautiful Bill Act Breakdown: How the New Bill Impacts Retirement, Planning, and More

🔹 Tax Changes Coming in 2025: What You Need to Know for Retirement & Financial Planning 🔹

In this video, Continuum Group’s CPA Sarah Dorsey breaks down the proposed One Big Beautiful Bill Act and how it could impact your tax strategy, retirement savings, and financial future.

📌 Key Topics Covered:
✅ Potential tax bracket changes – Will rates stay low or increase after 2025?
✅ Estate & gift tax exemptions – How the new bill could affect wealth transfer strategies.
✅ Child tax credit & standard deduction updates – What families need to know.
✅ Business tax implications – Pass-through entity changes and new deductions.
✅ Roth conversion opportunities – Why now may be the best time to act.

📢 Stay ahead of these changes! If you’re a financial advisor, business owner, or retiree, this discussion is a must-watch. Like, subscribe, and hit the bell to stay updated on tax and financial planning strategies.

📞 Have questions? Contact us to discuss how these changes may impact your financial plan.

[00:00:00] - Introduction: Tax Changes on the Horizon
Hosts introduce the upcoming tax bill changes and welcome CPA Sarah Dorsey to discuss implications.
[00:02:30] - Individual Tax Brackets: What's Staying and What's Changing
Breakdown of potential permanent extensions to TCJA tax rates (37% vs. 39.6% top bracket).
[00:05:15] - Estate Tax Exemptions: The $30 Million Question
Discussion on proposed extensions to estate/gift tax exemptions and state-specific considerations (like NY's lower threshold).
[00:08:45] - Family-Focused Benefits: Child Tax Credits & Standard Deductions
Updates on the $2,000 child tax credit (with $1,000 refundable) and potential permanence of doubled standard deductions.
[00:12:20] - Roth Conversions: Why Lower Rates Make Them Attractive
Analysis of why current tax brackets create opportunities for strategic Roth conversions.
[00:16:50] - Pass-Through Entity Changes: Winners and Losers
How service businesses (CPAs, investment managers) may lose state tax deductions while manufacturing benefits.
[00:20:10] - Business Incentives: Section 179 and R&D Credits
Expanded equipment write-offs ($1M+) and R&D credits aimed at domestic production growth.
[00:23:45] - Action Steps: How to Prepare for the Changes
Key takeaways: Review asset locations, plan for estate adjustments, and schedule proactive tax strategy sessions.


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Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.