Episode 83 - Tax Benefits from The Big Beautiful Bill

You asked, and we listened! This week we are dissecting the tax implications of the Big Beautiful Bill. Discover how changes in SALT deductions, estate tax exemptions, and bonus depreciation can impact your financial planning. Whether you're a business owner or planning your estate, this episode offers valuable insights to help you navigate these changes. Key Topics: SALT deduction increase to $40,000 Estate tax exemption adjustments 100% bonus depreciation for business owners Charitable giving strategies and donor-advised funds For more insights and personalized advice, reach out to Tricord Advisors. Stay informed and make the most of your financial opportunities! #TaxBenefits #FinancialPlanning #BigBeautifulBill Reach out at [email protected] Connect with Jeremiah: LinkedIn: / jeremiahjlee Email: [email protected] Connect with Laura: LinkedIn: / laura-lee-59a83610 Email: [email protected] Connect with Randy: LinkedIn: / rkbarkley Email: [email protected] Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.