Show notes:
- Overview of the “One Big Beautiful Bill” Act (OBBBA) and its impact after the first full filing season
- Why proactive tax planning is becoming more important than ever
- Expanded SALT deduction changes, income phaseouts, and planning opportunities
- QBI deduction permanence and what it means for pass-through business owners
- Bonus depreciation, Section 179, and R&D expensing updates for businesses
- Roth conversion strategies and accelerating income in lower-tax years
- Real estate and construction industry tax opportunities under the new law
- Estate planning considerations, wealth transfer strategies, and long-term tax planning
- The end of certain EV and clean energy credits
Featuring:
- Charlie Sparks, CPA – Tax Principal
- Zach Deo, CPA – Tax Director
- Tom Pesch, CMA, CGMA, CPA (Host)