OBBBA: Key Impacts on Individuals & Business Owners

In this episode, Ed Jastrem, Heritage Financial's Chief Planning Officer, joins Sammy Azzouz to break down the One Big Beautiful Bill Act (OBBBA) and what it means for your financial future. They discuss what’s changing, what’s staying the same, and how individuals and business owners can make the most of planning opportunities.Topics include:Key changes taking effect in 2025 vs. 2026Misconceptions around Social Security and taxationExpiring and new tax creditsWhy 529 plans just got more attractiveCharitable giving opportunitiesBusiness owner provisions, including depreciation and capital expensesWhat actions to take before the end of 2025 to avoid surprises at tax timeHow scenario planning helps clients stay aheadWhether you're planning for retirement, running a business, or just want to avoid surprises at tax time, this episode is packed with insights.Send your questions to [email protected],Visit us at www.heritagefinancial.net.And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.