Taxes, Team Growth & What's Coming Next

What this episode covers

Louis Tyson, our in-house tax analyst, is back with Adam to break down all things' taxes—from QCDs to Trump's Big Beautiful Bill and what it really means for you. They also talk about how our tax team has doubled in size (yes, Adam handed over two of his best people), why that matters for clients, and why now is the time to start planning with us before tax season hits.

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Frequently Asked Questions

How long is this episode of Retire Y'all Charleston?

This episode is 1 hour and 27 minutes long.

When was this Retire Y'all Charleston episode published?

This episode was published on December 15, 2025.

What is this episode about?

Louis Tyson, our in-house tax analyst, is back with Adam to break down all things' taxes—from QCDs to Trump's Big Beautiful Bill and what it really means for you. They also talk about how our tax team has doubled in size (yes, Adam handed over two...

Can I download this Retire Y'all Charleston episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.