The Tax Changes Nobody Is Talking About

Explore the biggest tax planning changes of 2026, the One Big Beautiful Act, Roth conversion pitfalls, and how AI is reshaping wealth management, with Wealth.com Senior Tax Strategist Shane Ball. 00:00 Introduction 08:28 The Role of Technology in Tax Planning 17:08 Common Tax Mistakes and Best Practices 17:56 Navigating State and Federal Tax Provisions 18:28 Understanding Roth Conversions 25:09 Integrating Estate and Tax Planning 27:17 The Future of Tax Policy 31:46 Investment Trends and Insights 34:24 Trend or Fad?

Episode metadata supplied by the publisher feed · Published Apr 28, 2026

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The Tax Changes Nobody Is Talking About

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