One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors

The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P and Dave Alison, President and founding partner at Prosperity Capital Advisors and creator of The Tax Management Journey®, as they break down the key provisions of this transformative legislation. Discover why you need to act now on permanent tax bracket extensions, estate planning exemptions up to $15 million per person, expanded business deductions, and new opportunities to grow your practice.

Resources:

• Training program referenced: The Tax Management Journey®
• Guide referenced: Dave Allison's comprehensive OBBB advisor guide - COMING SOON
• Videos referenced: C2P client communication videos on OBBB provisions

Statistics:

• US debt currently at $37 trillion
• Estate and gift tax exemption increased to $15 million per person ($30 million per couple)
• SALT deduction increased to $40,000 with income phase-outs starting at $500,000
• Qualified small business stock exclusion increased from $10 million to $15 million
• 100% bonus depreciation restored for business equipment purchases