Breaking Down The New Tax Bill

 

 

Presentation Slides

 

Jim Holtzman, CFP®, CPA (inactive) 
Bill Knight, CFP®, AWMA®, PPC®

The new tax bill, called the “One Big Beautiful Bill” (OBBB), introduces sweeping tax and financial changes aimed at families, retirees, and business owners.

Watch now as Jim and Bill discuss the following OBBB provisions:

  1. Tax cut extension
  2. Enhanced Standard “Senior” deduction for individuals age 65+
  3. State and Local Tax (SALT) deduction
  4. Charitable deduction for non-itemizers, and more.