Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors
The Bucket Plan® On-Demand Series
31 minutes 23 seconds
4 months ago
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® (https://c2penterprises.com/events/advisor-tax-management-training/)* Guide referenced: Dave Allison's comprehensive OBBB advisor guide - COMING SOON* Videos referenced: C2P client communication videos on OBBB provisions (https://youtu.be/GQcnXh-2JO8?si=TVy-SVtMdpvs4uZf) Statistics:* US debt currently at $37 trillion (https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/)* Estate and gift tax exemption increased to $15 million per person ($30 million per couple) (https://www.congress.gov/bill/119th-congress/house-bill/1/text)* SALT deduction increased to $40,000 with income phase-outs starting at $500,000 (https://taxfoundation.org/blog/salt-deduction-cap-increase-proposal-analysis/)* Qualified small business stock exclusion increased from $10 million to $15 million (https://www.jdsupra.com/legalnews/big-changes-for-qsbs-what-the-2025-2453441/#:~:text=Increased%20Gain%20Exclusion%20Cap%20The,for%20inflation%20starting%20in%202027)* 100% bonus depreciation restored for business equipment purchases (https://www.irs.gov/faqs/sale-or-trade-of-business-depreciation-rentals/depreciation-recapture/depreciation-recapture)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
