The One Big Beautiful Bill Explained: Myth or Reality - Part 2
Welcome back to part two of The One Big Beautiful Bill explained. In this episode, host Troy Branch continues the conversation with Jacob Messick and Keali Jo French as we dive deeper into the One Big Beautiful Bill Act, or OB3 as the team calls it, and what it means for business owners and estate planning strategies.
We’re tackling more myths vs. realities, including:
- Estate tax changes and why planning now matters.
- The lifetime exemption jump to $15M in 2026 and how to use it strategically.
- Pass-through deductions and what OB3 really changes.
- Bonus depreciation made permanent and new flexibility for businesses.
If you thought OB3 was just about individual taxpayers, think again. These changes could reshape how you plan for your business and your legacy.
Watch Part 1 here for an overview of OB3’s impact on individuals and families: https://www.youtube.com/watch?v=WaSI8Sz8SZI&list=PL-Jiii398EU4AGVoAHuW--08Wd6LH0tsx&index=1&pp=iAQB
Subscribe so you don’t miss future episodes and listener Q&A sessions. Drop your questions in the comments—we might feature them in an upcoming episode!
Future Focus: A Financial Strategies Podcast
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.
Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.
Learn more about Ameritas: https://www.ameritas.com/about/
Find a financial professional who can help: https://www.ameritas.com/contact/find-a-financial-professional/?utm_source=podcast&utm_medium=referral&utm_campaign=future-focus
Disclosures
Information is gathered from sources believed to be reliable; however, we cannot guarantee their accuracy.
This podcast is for informational purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. In Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.
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