What the New Tax Law Means for You

What the New Tax Law Means  for You

Director of Financial Planning Andrew Busa and Tax Associate Christopher Hernandez unpack the biggest tax changes in years, and what they mean for families, business owners and retirees.

In Episode 2 of The Human Side of Wealth, Andrew is joined by Chris to break down the One Big Beautiful Bill Act—the most sweeping tax legislation since 2017. Learn how new permanent tax rates, expanded deductions and credits, and estate planning updates are reshaping financial strategies for 2025 and beyond.

From the expanded child tax credit and senior deduction to the new SALT cap and charitable giving rules, this episode covers what matters most for individuals and families. Plus, hear from Steve Reder, President of Private Wealth, on how RWA advisors are helping clients navigate the new landscape with scenario planning, income smoothing and legacy strategies.

Listen now to discover how proactive tax planning can unlock new opportunities and why it’s more important than ever to align your financial plan with the latest law.

Video disclosure:

The information set forth in this podcast is presented by RWA Wealth Partners, LLC (“RWA”). The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have. Past results are not indicative of future performance. The historical return of markets generally and of individual asset classes or individual securities may not be an accurate predictor of future returns of those markets, asset classes or individual securities. RWA does not guarantee the accuracy and completeness of any sourced data in this communication.

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