Big changes in tax law often create complexity and opportunity. The One Big Beautiful Bill Act is here, ushering in the most sweeping tax reform since 2017, with updates that touch everything from income and estate planning to SALT deductions and senior benefits.
In this video, Jeff breaks down the five key changes you need to know and how they can impact your family, your business and your legacy. Jeff addresses:

·      Permanent lower tax rates and expanded standard deduction
·      Increased AMT exemption to avoid tax surprises
·      New senior deduction and the updated estate and gift exemptions
·      Expanded SALT deduction, especially for those in high-tax states
·      Valuable new opportunities for families and business owners

Are you curious what these changes mean for you?

Watch the video to see how we can help you turn complexity into clarity and new tax rules into powerful planning opportunities.

Click here to read our full analysis of the new tax rules.